Homrich & Berg’s iShares MSCI Japan ETF EWJ Stock Holding History

Homrich & Berg’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
2019 Q1	–	Sell	-4,094	Closed	-$208K	–	321
2018 Q4	$208K	Buy	4,094 +15	+0.4%	+$823	0.01%	282
2018 Q3	$246K	Sell	4,079 -1,796	-31%	-$104K	0.01%	286
2018 Q2	$340K	Sell	5,875 -18,924	-76%	-$1.14M	0.02%	238
2018 Q1	$1.5M	Buy	+24,799	New	+$1.52M	0.1%	102

Other funds holding EWJ

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

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

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

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

1CP

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

PPFA

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

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

Homrich & Berg's EWJ Position: Q1 2019 in Review

Homrich & Berg sold out of iShares MSCI Japan ETF (EWJ) in Q1 2019, closing a stake of 4,094 shares — an estimated $208K sold.

Homrich & Berg first reported a position in EWJ in Q1 2018 and held it in 4 quarters. The position peaked at $1.5M in Q1 2018. 421 funds tracked by Wall St. Rank hold EWJ as of Q1 2019.

Homrich & Berg reported no remaining iShares MSCI Japan ETF position as of Q1 2019 after selling out during the quarter.
Homrich & Berg sold 4,094 iShares MSCI Japan ETF shares in Q1 2019, an estimated $208K.
Homrich & Berg first reported a position in iShares MSCI Japan ETF in Q1 2018 and held it in 4 quarters.
Homrich & Berg's iShares MSCI Japan ETF position peaked at $1.5M in Q1 2018.
421 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2019.

Based on Homrich & Berg's 13F filing for Q1 2019, filed 14 May 2019.