Executive Wealth Management’s iShares MSCI Japan ETF EWJ Stock Holding History

Executive Wealth Management’s Portfolio EWJ Stock Details EWJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-88,432	Closed	-$6.21M	–	160
2024 Q1	$6.21M	Buy	+88,432	New	+$6M	0.54%	67
2023 Q4	–	Sell	-101,805	Closed	-$6.14M	–	220
2023 Q3	$6.14M	Sell	101,805 -730	-0.7%	-$45.1K	0.64%	55
2023 Q2	$6.35M	Buy	+102,535	New	+$6.18M	0.66%	55
2021 Q1	–	Sell	-37,924	Closed	-$2.56M	–	192
2020 Q4	$2.56M	Buy	37,924 +1,885	+5%	+$118K	0.31%	78
2020 Q3	$2.13M	Buy	+36,039	New	+$2.06M	0.29%	68
2020 Q1	–	Sell	-33,565	Closed	-$1.99M	–	131
2019 Q4	$1.99M	Buy	+33,565	New	+$1.98M	0.27%	63
2019 Q3	–	Sell	-251	Closed	-$14K	–	342
2019 Q2	$14K	Buy	+251	New	+$13.7K	﹤0.01%	544

Other funds holding EWJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Executive Wealth Management's EWJ Position: Q2 2024 in Review

Executive Wealth Management sold out of iShares MSCI Japan ETF (EWJ) in Q2 2024, closing a stake of 88,432 shares — an estimated $6.21M sold.

Executive Wealth Management first reported a position in EWJ in Q2 2019 and held it in 7 quarters. The position peaked at $6.35M in Q2 2023. 613 funds tracked by Wall St. Rank hold EWJ as of Q2 2024.

Executive Wealth Management reported no remaining iShares MSCI Japan ETF position as of Q2 2024 after selling out during the quarter.
Executive Wealth Management sold 88,432 iShares MSCI Japan ETF shares in Q2 2024, an estimated $6.21M.
Executive Wealth Management first reported a position in iShares MSCI Japan ETF in Q2 2019 and held it in 7 quarters.
Executive Wealth Management's iShares MSCI Japan ETF position peaked at $6.35M in Q2 2023.
613 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2024.

Based on Executive Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.