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

Focused 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 Q1	–	Sell	-392	Closed	-$25.1K	–	443
2023 Q4	$25.1K	Hold	392	–	–	﹤0.01%	408
2023 Q3	$23.6K	Hold	392	–	–	﹤0.01%	403
2023 Q2	$24.3K	Buy	+392	New	+$23.6K	﹤0.01%	410
2023 Q1	–	Sell	-46	Closed	-$2.5K	–	1077
2022 Q4	$2.5K	Buy	+46	New	+$2.42K	﹤0.01%	757
2018 Q4	–	Sell	-420	Closed	-$25K	–	707
2018 Q3	$25K	Hold	420	–	–	0.01%	348
2018 Q2	$24K	Hold	420	–	–	0.01%	340
2018 Q1	$25K	Sell	420 -432	-51%	-$26.5K	0.01%	361
2017 Q4	$51K	Hold	852	–	–	0.02%	297
2017 Q3	$47K	Hold	852	–	–	0.02%	237
2017 Q2	$46K	Hold	852	–	–	0.02%	291
2017 Q1	$44K	Buy	+852	New	+$43.6K	0.02%	293
2016 Q3	–	Sell	-93	Closed	-$4K	–	669
2016 Q2	$4K	Buy	+93	New	+$4.33K	﹤0.01%	539

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 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

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Focused Wealth Management's EWJ Position: Q1 2024 in Review

Focused Wealth Management sold out of iShares MSCI Japan ETF (EWJ) in Q1 2024, closing a stake of 392 shares — an estimated $25.1K sold.

Focused Wealth Management first reported a position in EWJ in Q2 2016 and held it in 12 quarters. The position peaked at $51K in Q4 2017. 625 funds tracked by Wall St. Rank hold EWJ as of Q1 2024.

Focused Wealth Management reported no remaining iShares MSCI Japan ETF position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 392 iShares MSCI Japan ETF shares in Q1 2024, an estimated $25.1K.
Focused Wealth Management first reported a position in iShares MSCI Japan ETF in Q2 2016 and held it in 12 quarters.
Focused Wealth Management's iShares MSCI Japan ETF position peaked at $51K in Q4 2017.
625 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.