IWS
EWJ icon

Insight Wealth Strategies’s iShares MSCI Japan ETF EWJ Stock Holding History

Insight Wealth Strategies’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
Q4 		– Sell
-94,013
Closed -$6.73M – 158
2024
Q3 		$6.73M Buy
94,013
+628
+0.7% +$43.7K 0.89% 26
2024
Q2 		$6.37M Buy
93,385
+6,176
+7% +$422K 0.91% 26
2024
Q1 		$6.22M Buy
+87,209
New +$5.91M 0.91% 27

Other funds holding EWJ

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 $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Insight Wealth Strategies's EWJ Position: Q4 2024 in Review

Insight Wealth Strategies sold out of iShares MSCI Japan ETF (EWJ) in Q4 2024, closing a stake of 94,013 shares — an estimated $6.73M sold.

Insight Wealth Strategies first reported a position in EWJ in Q1 2024 and held it in 3 quarters. The position peaked at $6.73M in Q3 2024. 611 funds tracked by Wall St. Rank hold EWJ as of Q4 2024.

  • Insight Wealth Strategies reported no remaining iShares MSCI Japan ETF position as of Q4 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 94,013 iShares MSCI Japan ETF shares in Q4 2024, an estimated $6.73M.
  • Insight Wealth Strategies first reported a position in iShares MSCI Japan ETF in Q1 2024 and held it in 3 quarters.
  • Insight Wealth Strategies's iShares MSCI Japan ETF position peaked at $6.73M in Q3 2024.
  • 611 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2024.

Based on Insight Wealth Strategies's 13F filing for Q4 2024, filed 6 Jan 2025.