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

Icon 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
2020 Q2	–	Sell	-6,332	Closed	-$313K	–	261
2020 Q1	$313K	Buy	+6,332	New	+$348K	0.12%	96
2019 Q2	–	Sell	-1,591	Closed	-$87K	–	349
2019 Q1	$87K	Sell	1,591 -608	-28%	-$32.7K	0.03%	250
2018 Q4	$111K	Hold	2,199	–	–	0.05%	199
2018 Q3	$132K	Buy	2,199 +420	+24%	+$24.4K	0.06%	222
2018 Q2	$103K	Hold	1,779	–	–	0.04%	233
2018 Q1	$108K	Hold	1,779	–	–	0.06%	240
2017 Q4	$107K	Buy	+1,779	New	+$104K	0.05%	261

Other funds holding EWJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Icon Wealth Partners's EWJ Position: Q2 2020 in Review

Icon Wealth Partners sold out of iShares MSCI Japan ETF (EWJ) in Q2 2020, closing a stake of 6,332 shares — an estimated $313K sold.

Icon Wealth Partners first reported a position in EWJ in Q4 2017 and held it in 7 quarters. The position peaked at $313K in Q1 2020. 354 funds tracked by Wall St. Rank hold EWJ as of Q2 2020.

Icon Wealth Partners reported no remaining iShares MSCI Japan ETF position as of Q2 2020 after selling out during the quarter.
Icon Wealth Partners sold 6,332 iShares MSCI Japan ETF shares in Q2 2020, an estimated $313K.
Icon Wealth Partners first reported a position in iShares MSCI Japan ETF in Q4 2017 and held it in 7 quarters.
Icon Wealth Partners's iShares MSCI Japan ETF position peaked at $313K in Q1 2020.
354 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2020.

Based on Icon Wealth Partners's 13F filing for Q2 2020, filed 14 Jul 2020.