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FormulaFolio Investments’s iShares MSCI Japan ETF EWJ Stock Holding History

FormulaFolio Investments’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
2015
Q3 		– Sell
-8,305
Closed -$426K – 95
2015
Q2 		$426K Buy
+8,305
New +$433K 0.12% 61

Other funds holding EWJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FormulaFolio Investments's EWJ Position: Q3 2015 in Review

FormulaFolio Investments sold out of iShares MSCI Japan ETF (EWJ) in Q3 2015, closing a stake of 8,305 shares — an estimated $426K sold.

FormulaFolio Investments first reported a position in EWJ in Q2 2015 and held it in 1 quarter. The position peaked at $426K in Q2 2015. 362 funds tracked by Wall St. Rank hold EWJ as of Q3 2015.

  • FormulaFolio Investments reported no remaining iShares MSCI Japan ETF position as of Q3 2015 after selling out during the quarter.
  • FormulaFolio Investments sold 8,305 iShares MSCI Japan ETF shares in Q3 2015, an estimated $426K.
  • FormulaFolio Investments first reported a position in iShares MSCI Japan ETF in Q2 2015 and held it in 1 quarter.
  • FormulaFolio Investments's iShares MSCI Japan ETF position peaked at $426K in Q2 2015.
  • 362 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2015.

Based on FormulaFolio Investments's 13F filing for Q3 2015, filed 7 Oct 2015.