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Financial & Tax Architects’s iShares MSCI Japan ETF EWJ Stock Holding History

Financial & Tax Architects’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
-13,694
Closed -$977K – 86
2024
Q1 		$977K Buy
+13,694
New +$928K 0.27% 52
2021
Q2 		– Sell
-4,179
Closed -$286K – 101
2021
Q1 		$286K Buy
+4,179
New +$289K 0.16% 87

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial & Tax Architects's EWJ Position: Q2 2024 in Review

Financial & Tax Architects sold out of iShares MSCI Japan ETF (EWJ) in Q2 2024, closing a stake of 13,694 shares — an estimated $977K sold.

Financial & Tax Architects first reported a position in EWJ in Q1 2021 and held it in 2 quarters. The position peaked at $977K in Q1 2024. 611 funds tracked by Wall St. Rank hold EWJ as of Q2 2024.

  • Financial & Tax Architects reported no remaining iShares MSCI Japan ETF position as of Q2 2024 after selling out during the quarter.
  • Financial & Tax Architects sold 13,694 iShares MSCI Japan ETF shares in Q2 2024, an estimated $977K.
  • Financial & Tax Architects first reported a position in iShares MSCI Japan ETF in Q1 2021 and held it in 2 quarters.
  • Financial & Tax Architects's iShares MSCI Japan ETF position peaked at $977K in Q1 2024.
  • 611 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2024.

Based on Financial & Tax Architects's 13F filing for Q2 2024, filed 9 Aug 2024.