ICG
EWJ icon

InterOcean Capital Group’s iShares MSCI Japan ETF EWJ Stock Holding History

InterOcean Capital Group’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
Q1 		$629K Sell
8,814
-8
-0.1% -$542 0.02% 269
2023
Q4 		$566K Buy
8,822
+8
+0.1% +$489 0.02% 266
2023
Q3 		$531K Buy
+8,814
New +$544K 0.02% 266

Other funds holding EWJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

InterOcean Capital Group's EWJ Position: Q1 2024 in Review

InterOcean Capital Group reduced its iShares MSCI Japan ETF (EWJ) stake by 0.09% in Q1 2024, selling an estimated $542 and leaving 8,814 shares worth $629K. The position accounts for 0.02% of the portfolio, ranked #269.

InterOcean Capital Group first reported a position in EWJ in Q3 2023 and has held it in 3 quarters since. 625 funds tracked by Wall St. Rank hold EWJ as of Q1 2024.

  • InterOcean Capital Group held 8,814 shares of iShares MSCI Japan ETF worth $629K as of Q1 2024.
  • InterOcean Capital Group sold 8 iShares MSCI Japan ETF shares in Q1 2024, an estimated $542.
  • iShares MSCI Japan ETF made up 0.02% of InterOcean Capital Group's portfolio in Q1 2024, its #269 holding.
  • InterOcean Capital Group first reported a position in iShares MSCI Japan ETF in Q3 2023 and has held it in 3 quarters since.
  • 625 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.