HIG
EWJ icon

Herr Investment Group’s iShares MSCI Japan ETF EWJ Stock Holding History

Herr Investment Group’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
-500,000
Closed -$32.1M – 80
2023
Q4 		$32.1M Buy
500,000
+270,000
+117% +$16.5M 1.86% 8
2023
Q3 		$13.9M Buy
+230,000
New +$14.2M 1.06% 13
2023
Q2 		– Sell
-2,100,700
Closed -$123M – 48
2023
Q1 		$123M Buy
2,100,700
+566,400
+37% +$32.3M 8.89% 4
2022
Q4 		$83.5M Buy
+1,534,300
New +$80.8M 5.08% 4

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

Herr Investment Group's EWJ Position: Q2 2023 in Review

Herr Investment Group sold out of iShares MSCI Japan ETF (EWJ) in Q2 2023, closing a stake of 50,000 shares — an estimated $2.93M sold.

Herr Investment Group first reported a position in EWJ in Q1 2023 and held it in 1 quarter. The position peaked at $2.93M in Q1 2023. 506 funds tracked by Wall St. Rank hold EWJ as of Q2 2023.

  • Herr Investment Group reported no remaining iShares MSCI Japan ETF position as of Q2 2023 after selling out during the quarter.
  • Herr Investment Group sold 50,000 iShares MSCI Japan ETF shares in Q2 2023, an estimated $2.93M.
  • Herr Investment Group first reported a position in iShares MSCI Japan ETF in Q1 2023 and held it in 1 quarter.
  • Herr Investment Group's iShares MSCI Japan ETF position peaked at $2.93M in Q1 2023.
  • 506 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2023.

Based on Herr Investment Group's 13F filing for Q2 2023, filed 10 Aug 2023.