IWP
EWJ icon

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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return