Fusion Family Wealth’s iShares MSCI Japan ETF EWJ Stock Holding History

Fusion Family Wealth’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
2018 Q1	–	Sell	-113	Closed	-$7K	–	284
2017 Q4	$7K	Sell	113 -12	-10%	-$704	﹤0.01%	220
2017 Q3	$7K	Hold	125	–	–	﹤0.01%	166
2017 Q2	$7K	Hold	125	–	–	﹤0.01%	213
2017 Q1	$6K	Hold	125	–	–	﹤0.01%	218
2016 Q4	$6K	Buy	+125	New	+$6.24K	﹤0.01%	289

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Fusion Family Wealth's EWJ Position: Q1 2018 in Review

Fusion Family Wealth sold out of iShares MSCI Japan ETF (EWJ) in Q1 2018, closing a stake of 113 shares — an estimated $7K sold.

Fusion Family Wealth first reported a position in EWJ in Q4 2016 and held it in 5 quarters. The position peaked at $7K in Q4 2017. 519 funds tracked by Wall St. Rank hold EWJ as of Q1 2018.

Fusion Family Wealth reported no remaining iShares MSCI Japan ETF position as of Q1 2018 after selling out during the quarter.
Fusion Family Wealth sold 113 iShares MSCI Japan ETF shares in Q1 2018, an estimated $7K.
Fusion Family Wealth first reported a position in iShares MSCI Japan ETF in Q4 2016 and held it in 5 quarters.
Fusion Family Wealth's iShares MSCI Japan ETF position peaked at $7K in Q4 2017.
519 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2018.

Based on Fusion Family Wealth's 13F filing for Q1 2018, filed 2 May 2018.