IAM Advisory’s iShares MSCI Japan ETF EWJ Stock Holding History

IAM Advisory’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 Q2	–	Sell	-3,430	Closed	-$245K	–	106
2024 Q1	$245K	Hold	3,430	–	–	0.07%	90
2023 Q4	$220K	Sell	3,430 -39	-1%	-$2.38K	0.07%	89
2023 Q3	$209K	Hold	3,469	–	–	0.07%	90
2023 Q2	$215K	Buy	+3,469	New	+$209K	0.07%	84

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

IAM Advisory's EWJ Position: Q2 2024 in Review

IAM Advisory sold out of iShares MSCI Japan ETF (EWJ) in Q2 2024, closing a stake of 3,430 shares — an estimated $245K sold.

IAM Advisory first reported a position in EWJ in Q2 2023 and held it in 4 quarters. The position peaked at $245K in Q1 2024. 613 funds tracked by Wall St. Rank hold EWJ as of Q2 2024.

IAM Advisory reported no remaining iShares MSCI Japan ETF position as of Q2 2024 after selling out during the quarter.
IAM Advisory sold 3,430 iShares MSCI Japan ETF shares in Q2 2024, an estimated $245K.
IAM Advisory first reported a position in iShares MSCI Japan ETF in Q2 2023 and held it in 4 quarters.
IAM Advisory's iShares MSCI Japan ETF position peaked at $245K in Q1 2024.
613 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2024.

Based on IAM Advisory's 13F filing for Q2 2024, filed 12 Jul 2024.