Gofen & Glossberg’s iShares MSCI Japan ETF EWJ Stock Holding History

Gofen & Glossberg’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
2022 Q4	$298K	Sell	5,477 -10	-0.2%	-$526	0.01%	433
2022 Q3	$268K	Buy	5,487 +26	+0.5%	+$1.39K	0.01%	431
2022 Q2	$289K	Hold	5,461	–	–	0.01%	423
2022 Q1	$336K	Hold	5,461	–	–	0.01%	416
2021 Q4	$366K	Sell	5,461 -10	-0.2%	-$683	0.01%	411
2021 Q3	$384K	Hold	5,471	–	–	0.01%	391
2021 Q2	$370K	Hold	5,471	–	–	0.01%	399
2021 Q1	$375K	Hold	5,471	–	–	0.01%	375
2020 Q4	$370K	Hold	5,471	–	–	0.01%	360
2020 Q3	$323K	Hold	5,471	–	–	0.01%	355
2020 Q2	$300K	Hold	5,471	–	–	0.01%	354
2020 Q1	$270K	Sell	5,471 -1,138	-17%	-$62.6K	0.01%	350
2019 Q4	$392K	Sell	6,609 -416	-6%	-$24.5K	0.01%	332
2019 Q3	$399K	Buy	7,025 +416	+6%	+$22.8K	0.01%	314
2019 Q2	$361K	Hold	6,609	–	–	0.01%	331
2019 Q1	$362K	Buy	6,609 +101	+2%	+$5.44K	0.01%	320
2018 Q4	$330K	Sell	6,508 -25	-0.4%	-$1.37K	0.01%	318
2018 Q3	$393K	Buy	+6,533	New	+$380K	0.01%	321
2014 Q3	–	Sell	-3,128	Closed	-$151K	–	451
2014 Q2	$151K	Sell	3,128 -24,687	-89%	-$1.13M	0.01%	429
2014 Q1	$1.29M	Buy	27,815 +1,250	+5%	+$57.7K	0.06%	186
2013 Q4	$1.29M	Buy	26,565 +856	+3%	+$40.8K	0.06%	183
2013 Q3	$1.23M	Buy	25,709 +3,000	+13%	+$139K	0.06%	179
2013 Q2	$1.02M	Buy	+22,709	New	+$1.03M	0.06%	178

Other funds holding EWJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Gofen & Glossberg's EWJ Position: Q4 2022 in Review

Gofen & Glossberg reduced its iShares MSCI Japan ETF (EWJ) stake by 0.18% in Q4 2022, selling an estimated $526 and leaving 5,477 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #433.

Gofen & Glossberg first reported a position in EWJ in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.29M in Q1 2014. 413 funds tracked by Wall St. Rank hold EWJ as of Q4 2022.

Gofen & Glossberg held 5,477 shares of iShares MSCI Japan ETF worth $298K as of Q4 2022.
Gofen & Glossberg sold 10 iShares MSCI Japan ETF shares in Q4 2022, an estimated $526.
iShares MSCI Japan ETF made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #433 holding.
Gofen & Glossberg first reported a position in iShares MSCI Japan ETF in Q2 2013 and has held it in 23 quarters since.
Gofen & Glossberg's iShares MSCI Japan ETF position peaked at $1.29M in Q1 2014.
413 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.