Heck Capital Advisors’s iShares MSCI Japan ETF EWJ Stock Holding History

Heck Capital 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	–	Sell	-5,700	Closed	-$408K	–	818
2024 Q3	$408K	Sell	5,700 -58,936	-91%	-$4.1M	0.05%	114
2024 Q2	$4.41M	Buy	+64,636	New	+$4.41M	0.55%	47
2018 Q4	–	Sell	-187	Closed	-$11.3K	–	98
2018 Q3	$11.3K	Hold	187	–	–	﹤0.01%	97
2018 Q2	$10.8K	Buy	187 +2	+1%	+$121	﹤0.01%	98
2018 Q1	$11.3K	Hold	185	–	–	0.01%	86
2017 Q4	$11.1K	Sell	185 -1	-0.5%	-$59	0.01%	85
2017 Q3	$10.4K	Sell	186 -51	-22%	-$2.78K	0.01%	82
2017 Q2	$12.7K	Buy	237 +1	+0.4%	+$53	0.01%	80
2017 Q1	$12.1K	Hold	236	–	–	0.01%	74
2016 Q4	$11.5K	Buy	+236	New	+$11.8K	0.01%	65

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Heck Capital Advisors's EWJ Position: Q4 2024 in Review

Heck Capital Advisors sold out of iShares MSCI Japan ETF (EWJ) in Q4 2024, closing a stake of 5,700 shares — an estimated $408K sold.

Heck Capital Advisors first reported a position in EWJ in Q4 2016 and held it in 10 quarters. The position peaked at $4.41M in Q2 2024. 611 funds tracked by Wall St. Rank hold EWJ as of Q4 2024.

Heck Capital Advisors reported no remaining iShares MSCI Japan ETF position as of Q4 2024 after selling out during the quarter.
Heck Capital Advisors sold 5,700 iShares MSCI Japan ETF shares in Q4 2024, an estimated $408K.
Heck Capital Advisors first reported a position in iShares MSCI Japan ETF in Q4 2016 and held it in 10 quarters.
Heck Capital Advisors's iShares MSCI Japan ETF position peaked at $4.41M in Q2 2024.
611 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2024.

Based on Heck Capital Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.