IP
EWJ icon

Intellectus Partners’s iShares MSCI Japan ETF EWJ Stock Holding History

Intellectus 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
2019
Q2 		– Sell
-1,520
Closed -$83K – 254
2019
Q1 		$83K Buy
+1,520
New +$81.8K 0.04% 227
2018
Q4 		– Sell
-1,514
Closed -$91K – 343
2018
Q3 		$91K Hold
1,514
– – 0.03% 295
2018
Q2 		$88K Buy
1,514
+6
+0.4% +$362 0.03% 291
2018
Q1 		$91K Hold
1,508
– – 0.03% 295
2017
Q4 		$90K Sell
1,508
-370
-20% -$21.7K 0.03% 293
2017
Q3 		$105K Hold
1,878
– – 0.04% 295
2017
Q2 		$101K Buy
1,878
+5
+0.3% +$264 0.05% 272
2017
Q1 		$96K Sell
1,873
-109
-5% -$5.57K 0.05% 249
2016
Q4 		$97K Buy
+1,982
New +$99K 0.05% 237

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return