Gupta Wealth Management’s iShares MSCI Japan ETF EWJ Stock Holding History

Gupta Wealth Management’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
2016 Q1	$107K	Sell	2,348 -55	-2%	-$2.47K	0.03%	320
2015 Q4	$117K	Sell	2,403 -815	-25%	-$40K	0.03%	307
2015 Q3	$147K	Sell	3,218 -943	-23%	-$46.5K	0.04%	288
2015 Q2	$213K	Buy	4,161 +884	+27%	+$46K	0.05%	247
2015 Q1	$164K	Buy	+3,277	New	+$157K	0.05%	244

Other funds holding EWJ

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Gupta Wealth Management's EWJ Position: Q1 2016 in Review

Gupta Wealth Management reduced its iShares MSCI Japan ETF (EWJ) stake by 2.3% in Q1 2016, selling an estimated $2.47K and leaving 2,348 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #320.

Gupta Wealth Management first reported a position in EWJ in Q1 2015 and has held it in 5 quarters since. The position peaked at $213K in Q2 2015. 376 funds tracked by Wall St. Rank hold EWJ as of Q1 2016.

Gupta Wealth Management held 2,348 shares of iShares MSCI Japan ETF worth $107K as of Q1 2016.
Gupta Wealth Management sold 55 iShares MSCI Japan ETF shares in Q1 2016, an estimated $2.47K.
iShares MSCI Japan ETF made up 0.03% of Gupta Wealth Management's portfolio in Q1 2016, its #320 holding.
Gupta Wealth Management first reported a position in iShares MSCI Japan ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's iShares MSCI Japan ETF position peaked at $213K in Q2 2015.
376 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.