Kalos Management’s iShares MSCI Japan ETF EWJ Stock Holding History

Kalos Management’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
2023 Q2	–	Sell	-151	Closed	-$8.86K	–	209
2023 Q1	$8.86K	Buy	+151	New	+$8.6K	0.02%	223
2022 Q1	–	Sell	-9,165	Closed	-$642K	–	223
2021 Q4	$642K	Buy	9,165 +678	+8%	+$46.3K	0.17%	130
2021 Q3	$595K	Sell	8,487 -491	-5%	-$34K	0.17%	134
2021 Q2	$608K	Buy	8,978 +2,455	+38%	+$168K	0.25%	116
2021 Q1	$441K	Sell	6,523 -1,148	-15%	-$79.5K	0.14%	172
2020 Q4	$541K	Buy	7,671 +162	+2%	+$10.2K	0.23%	125
2020 Q3	$471K	Sell	7,509 -283	-4%	-$16.2K	0.21%	136
2020 Q2	$440K	Sell	7,792 -109	-1%	-$5.79K	0.19%	127
2020 Q1	$415K	Sell	7,901 -807	-9%	-$44.4K	0.19%	127
2019 Q4	$516K	Sell	8,708 -280	-3%	-$16.5K	0.19%	130
2019 Q3	$509K	Buy	+8,988	New	+$493K	0.2%	123

Other funds holding EWJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kalos Management's EWJ Position: Q2 2023 in Review

Kalos Management sold out of iShares MSCI Japan ETF (EWJ) in Q2 2023, closing a stake of 151 shares — an estimated $8.86K sold.

Kalos Management first reported a position in EWJ in Q3 2019 and held it in 11 quarters. The position peaked at $642K in Q4 2021. 506 funds tracked by Wall St. Rank hold EWJ as of Q2 2023.

Kalos Management reported no remaining iShares MSCI Japan ETF position as of Q2 2023 after selling out during the quarter.
Kalos Management sold 151 iShares MSCI Japan ETF shares in Q2 2023, an estimated $8.86K.
Kalos Management first reported a position in iShares MSCI Japan ETF in Q3 2019 and held it in 11 quarters.
Kalos Management's iShares MSCI Japan ETF position peaked at $642K in Q4 2021.
506 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.