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Halpern Financial’s iShares MSCI Japan ETF EWJ Stock Holding History

Halpern Financial’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
Q1 		– Sell
-32
Closed -$2.02K – 226
2023
Q4 		$2.02K Buy
+32
New +$1.96K ﹤0.01% 218
2022
Q3 		– Sell
-182
Closed -$9.62K – 247
2022
Q2 		$9.62K Buy
+182
New +$10.3K ﹤0.01% 166
2021
Q3 		– Sell
-260
Closed -$17.6K – 265
2021
Q2 		$17.6K Buy
+260
New +$17.8K 0.01% 113

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Halpern Financial's EWJ Position: Q1 2024 in Review

Halpern Financial sold out of iShares MSCI Japan ETF (EWJ) in Q1 2024, closing a stake of 32 shares — an estimated $2.02K sold.

Halpern Financial first reported a position in EWJ in Q2 2021 and held it in 3 quarters. The position peaked at $17.6K in Q2 2021. 625 funds tracked by Wall St. Rank hold EWJ as of Q1 2024.

  • Halpern Financial reported no remaining iShares MSCI Japan ETF position as of Q1 2024 after selling out during the quarter.
  • Halpern Financial sold 32 iShares MSCI Japan ETF shares in Q1 2024, an estimated $2.02K.
  • Halpern Financial first reported a position in iShares MSCI Japan ETF in Q2 2021 and held it in 3 quarters.
  • Halpern Financial's iShares MSCI Japan ETF position peaked at $17.6K in Q2 2021.
  • 625 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2024.

Based on Halpern Financial's 13F filing for Q1 2024, filed 9 Apr 2024.