Gruss & Co’s iShares MSCI Japan ETF EWJ Stock Holding History

Gruss & Co’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 Q2	–	Sell	-19,000	Closed	-$1.36M	–	18
2024 Q1	$1.36M	Buy	19,000 +8,000	+73%	+$542K	7.48%	5
2023 Q4	$706K	Buy	+11,000	New	+$673K	5.46%	7
2023 Q3	–	Sell	-18,000	Closed	-$1.11M	–	20
2023 Q2	$1.11M	Buy	+18,000	New	+$1.08M	6.75%	6
2018 Q3	–	Sell	-15,000	Closed	-$869K	–	34
2018 Q2	$869K	Sell	15,000 -5,000	-25%	-$301K	0.89%	25
2018 Q1	$1.21M	Buy	+20,000	New	+$1.23M	1.23%	24
2014 Q1	–	Sell	-12,500	Closed	-$607K	–	55
2013 Q4	$607K	Hold	12,500	–	–	0.7%	39
2013 Q3	$596K	Hold	12,500	–	–	0.72%	35
2013 Q2	$561K	Buy	+12,500	New	+$566K	0.71%	35

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Gruss & Co's EWJ Position: Q2 2024 in Review

Gruss & Co sold out of iShares MSCI Japan ETF (EWJ) in Q2 2024, closing a stake of 19,000 shares — an estimated $1.36M sold.

Gruss & Co first reported a position in EWJ in Q2 2013 and held it in 8 quarters. The position peaked at $1.36M in Q1 2024. 613 funds tracked by Wall St. Rank hold EWJ as of Q2 2024.

Gruss & Co reported no remaining iShares MSCI Japan ETF position as of Q2 2024 after selling out during the quarter.
Gruss & Co sold 19,000 iShares MSCI Japan ETF shares in Q2 2024, an estimated $1.36M.
Gruss & Co first reported a position in iShares MSCI Japan ETF in Q2 2013 and held it in 8 quarters.
Gruss & Co's iShares MSCI Japan ETF position peaked at $1.36M in Q1 2024.
613 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2024.

Based on Gruss & Co's 13F filing for Q2 2024, filed 8 Aug 2024.