FAM
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Family Asset Management’s iShares MSCI Japan ETF EWJ Stock Holding History

Family Asset 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
Q3 		$407K Sell
5,696
-8,190
-59% -$570K 0.25% 77
2024
Q2 		$948K Sell
13,886
-1,898
-12% -$130K 0.61% 40
2024
Q1 		$1.13M Buy
15,784
+5,691
+56% +$386K 0.7% 38
2023
Q4 		$647K Buy
+10,093
New +$617K 0.43% 57

Other funds holding EWJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Family Asset Management's EWJ Position: Q3 2024 in Review

Family Asset Management reduced its iShares MSCI Japan ETF (EWJ) stake by 59% in Q3 2024, selling an estimated $570K and leaving 5,696 shares worth $407K. The position accounts for 0.25% of the portfolio, ranked #77.

Family Asset Management first reported a position in EWJ in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.13M in Q1 2024. 603 funds tracked by Wall St. Rank hold EWJ as of Q3 2024.

  • Family Asset Management held 5,696 shares of iShares MSCI Japan ETF worth $407K as of Q3 2024.
  • Family Asset Management sold 8,190 iShares MSCI Japan ETF shares in Q3 2024, an estimated $570K.
  • iShares MSCI Japan ETF made up 0.25% of Family Asset Management's portfolio in Q3 2024, its #77 holding.
  • Family Asset Management first reported a position in iShares MSCI Japan ETF in Q4 2023 and has held it in 4 quarters since.
  • Family Asset Management's iShares MSCI Japan ETF position peaked at $1.13M in Q1 2024.
  • 603 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.