Hefty Wealth Partners’s iShares MSCI Japan ETF EWJ Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$876K	Buy	+14,438	New	+$886K	0.56%	55
2017 Q4	–	Sell	-14,471	Closed	-$806K	–	254
2017 Q3	$806K	Buy	14,471 +14,439	+45,122%	+$787K	0.53%	56
2017 Q2	$1K	Buy	+32	New	+$1.69K	﹤0.01%	238
2016 Q4	–	Sell	-18,303	Closed	-$918K	–	240
2016 Q3	$918K	Buy	18,303 +608	+3%	+$29.6K	0.7%	54
2016 Q2	$813K	Buy	17,695 +6,073	+52%	+$282K	0.67%	57
2016 Q1	$530K	Buy	+11,622	New	+$523K	0.5%	66

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Hefty Wealth Partners's EWJ Position: Q1 2018 in Review

Hefty Wealth Partners opened a new position in iShares MSCI Japan ETF (EWJ) in Q1 2018: 14,438 shares worth $876K. The stake represents 0.56% of the portfolio and ranks #55 among its holdings. This is a return to the name: Hefty Wealth Partners previously reported a position in EWJ as recently as Q3 2017.

Hefty Wealth Partners first reported a position in EWJ in Q1 2016 and has held it in 6 quarters since. The position peaked at $918K in Q3 2016. 518 funds tracked by Wall St. Rank hold EWJ as of Q1 2018.

Hefty Wealth Partners held 14,438 shares of iShares MSCI Japan ETF worth $876K as of Q1 2018.
iShares MSCI Japan ETF was a new Hefty Wealth Partners position in Q1 2018.
iShares MSCI Japan ETF made up 0.56% of Hefty Wealth Partners's portfolio in Q1 2018, its #55 holding.
Hefty Wealth Partners first reported a position in iShares MSCI Japan ETF in Q1 2016 and has held it in 6 quarters since.
Hefty Wealth Partners's iShares MSCI Japan ETF position peaked at $918K in Q3 2016.
518 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.