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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares MSCI Japan ETF EWJ Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q4 		– Sell
-238
Closed -$17.1K – 488
2024
Q3 		$17.1K Buy
238
+28
+13% +$1.95K 0.01% 277
2024
Q2 		$14.4K Buy
210
+198
+1,650% +$13.5K 0.01% 264
2024
Q1 		$856 Buy
+12
New +$814 ﹤0.01% 323

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 $6.73T AUM 46.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $115B AUM 41.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s EWJ Position: Q4 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of iShares MSCI Japan ETF (EWJ) in Q4 2024, closing a stake of 238 shares — an estimated $17.1K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in EWJ in Q1 2024 and held it in 3 quarters. The position peaked at $17.1K in Q3 2024. 611 funds tracked by Wall St. Rank hold EWJ as of Q4 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining iShares MSCI Japan ETF position as of Q4 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 238 iShares MSCI Japan ETF shares in Q4 2024, an estimated $17.1K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares MSCI Japan ETF in Q1 2024 and held it in 3 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares MSCI Japan ETF position peaked at $17.1K in Q3 2024.
  • 611 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2024, filed 7 Aug 2026.