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Geller Advisors’s iShares MSCI Japan ETF EWJ Stock Holding History

Geller Advisors’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 		$289K Buy
4,305
+68
+2% +$4.69K 0.02% 205
2024
Q3 		$303K Hold
4,237
– – 0.02% 201
2024
Q2 		$289K Buy
4,237
+31
+0.7% +$2.12K 0.02% 210
2024
Q1 		$300K Hold
4,206
– – 0.02% 208
2023
Q4 		$270K Buy
+4,206
New +$257K 0.03% 216

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
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 $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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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 $303B AUM 30.15% 1-Year Est. Return

Geller Advisors's EWJ Position: Q4 2024 in Review

Geller Advisors increased its iShares MSCI Japan ETF (EWJ) stake by 1.6% in Q4 2024, buying an estimated $4.69K and bringing the position to 4,305 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #205.

Geller Advisors first reported a position in EWJ in Q4 2023 and has held it in 5 quarters since. The position peaked at $303K in Q3 2024. 611 funds tracked by Wall St. Rank hold EWJ as of Q4 2024.

  • Geller Advisors held 4,305 shares of iShares MSCI Japan ETF worth $289K as of Q4 2024.
  • Geller Advisors bought 68 iShares MSCI Japan ETF shares in Q4 2024, an estimated $4.69K.
  • iShares MSCI Japan ETF made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #205 holding.
  • Geller Advisors first reported a position in iShares MSCI Japan ETF in Q4 2023 and has held it in 5 quarters since.
  • Geller Advisors's iShares MSCI Japan ETF position peaked at $303K in Q3 2024.
  • 611 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.