IWC
EWJ icon

Integrated Wealth Counsel’s iShares MSCI Japan ETF EWJ Stock Holding History

Integrated Wealth Counsel’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
2016
Q4 		$36K Sell
734
-450
-38% -$22.5K 0.08% 88
2016
Q3 		$59K Buy
+1,184
New +$57.6K 0.12% 61

Other funds holding EWJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University Redwood City, California $533M AUM 65.58% 1-Year Est. Return

Integrated Wealth Counsel's EWJ Position: Q4 2016 in Review

Integrated Wealth Counsel reduced its iShares MSCI Japan ETF (EWJ) stake by 38% in Q4 2016, selling an estimated $22.5K and leaving 734 shares worth $36K. The position accounts for 0.08% of the portfolio, ranked #88.

Integrated Wealth Counsel first reported a position in EWJ in Q3 2016 and has held it in 2 quarters since. The position peaked at $59K in Q3 2016. 342 funds tracked by Wall St. Rank hold EWJ as of Q4 2016.

  • Integrated Wealth Counsel held 734 shares of iShares MSCI Japan ETF worth $36K as of Q4 2016.
  • Integrated Wealth Counsel sold 450 iShares MSCI Japan ETF shares in Q4 2016, an estimated $22.5K.
  • iShares MSCI Japan ETF made up 0.08% of Integrated Wealth Counsel's portfolio in Q4 2016, its #88 holding.
  • Integrated Wealth Counsel first reported a position in iShares MSCI Japan ETF in Q3 2016 and has held it in 2 quarters since.
  • Integrated Wealth Counsel's iShares MSCI Japan ETF position peaked at $59K in Q3 2016.
  • 342 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.