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Fernwood Investment Management’s iShares MSCI Japan ETF EWJ Stock Holding History

Fernwood Investment 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
-1,130
Closed -$80.6K – 352
2024
Q1 		$80.6K Buy
+1,130
New +$76.6K 0.02% 286
2022
Q2 		– Sell
-3,602
Closed -$222K – 189
2022
Q1 		$222K Hold
3,602
– – 0.08% 177
2021
Q4 		$241K Buy
3,602
+20
+0.6% +$1.37K 0.08% 179
2021
Q3 		$252K Buy
3,582
+200
+6% +$13.8K 0.09% 171
2021
Q2 		$228K Buy
3,382
+250
+8% +$17.1K 0.08% 183
2021
Q1 		$215K Buy
+3,132
New +$217K 0.08% 178

Other funds holding EWJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fernwood Investment Management's EWJ Position: Q2 2024 in Review

Fernwood Investment Management sold out of iShares MSCI Japan ETF (EWJ) in Q2 2024, closing a stake of 1,130 shares — an estimated $80.6K sold.

Fernwood Investment Management first reported a position in EWJ in Q1 2021 and held it in 6 quarters. The position peaked at $252K in Q3 2021. 613 funds tracked by Wall St. Rank hold EWJ as of Q2 2024.

  • Fernwood Investment Management reported no remaining iShares MSCI Japan ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 1,130 iShares MSCI Japan ETF shares in Q2 2024, an estimated $80.6K.
  • Fernwood Investment Management first reported a position in iShares MSCI Japan ETF in Q1 2021 and held it in 6 quarters.
  • Fernwood Investment Management's iShares MSCI Japan ETF position peaked at $252K in Q3 2021.
  • 613 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.