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Independent Portfolio Consultants’s iShares MSCI Japan ETF EWJ Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$278K Buy
5,183
+3,598
+227% +$190K 0.12% 246
2017
Q1 		$82K Buy
+1,585
New +$81.1K 0.03% 486
2016
Q4 		– Sell
-2,249
Closed -$113K – 828
2016
Q3 		$113K Sell
2,249
-206
-8% -$10K 0.04% 431
2016
Q2 		$113K Sell
2,455
-159
-6% -$7.39K 0.04% 431
2016
Q1 		$119K Sell
2,614
-287
-10% -$12.9K 0.03% 444
2015
Q4 		$141K Hold
2,901
– – 0.04% 386
2015
Q3 		$133K Buy
2,901
+2,298
+381% +$113K 0.03% 410
2015
Q2 		$31K Sell
603
-470
-44% -$24.5K 0.01% 679
2015
Q1 		$54K Sell
1,073
-202
-16% -$9.66K 0.01% 612
2014
Q4 		$57K Sell
1,275
-1,550
-55% -$71.1K 0.01% 619
2014
Q3 		$133K Sell
2,825
-324
-10% -$15.5K 0.04% 515
2014
Q2 		$152K Sell
3,149
-2,550
-45% -$117K 0.04% 484
2014
Q1 		$258K Buy
+5,699
New +$263K 0.08% 397

Other funds holding EWJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Independent Portfolio Consultants's EWJ Position: Q2 2017 in Review

Independent Portfolio Consultants increased its iShares MSCI Japan ETF (EWJ) stake by 227% in Q2 2017, buying an estimated $190K and bringing the position to 5,183 shares worth $278K. The position accounts for 0.12% of the portfolio, ranked #246.

Independent Portfolio Consultants first reported a position in EWJ in Q1 2014 and has held it in 13 quarters since. 357 funds tracked by Wall St. Rank hold EWJ as of Q2 2017.

  • Independent Portfolio Consultants held 5,183 shares of iShares MSCI Japan ETF worth $278K as of Q2 2017.
  • Independent Portfolio Consultants bought 3,598 iShares MSCI Japan ETF shares in Q2 2017, an estimated $190K.
  • iShares MSCI Japan ETF made up 0.12% of Independent Portfolio Consultants's portfolio in Q2 2017, its #246 holding.
  • Independent Portfolio Consultants first reported a position in iShares MSCI Japan ETF in Q1 2014 and has held it in 13 quarters since.
  • 357 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.