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KCS Wealth Advisory’s iShares MSCI Japan ETF EWJ Stock Holding History

KCS Wealth Advisory’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
2020
Q3 		– Sell
-4,073
Closed -$224K – 144
2020
Q2 		$224K Sell
4,073
-1,960
-32% -$104K 0.19% 130
2020
Q1 		$298K Sell
6,033
-1,192
-16% -$65.6K 0.3% 108
2019
Q4 		$428K Buy
7,225
+85
+1% +$5.01K 0.32% 107
2019
Q3 		$405K Buy
7,140
+128
+2% +$7.01K 0.28% 114
2019
Q2 		$383K Buy
7,012
+229
+3% +$12.5K 0.3% 116
2019
Q1 		$371K Buy
6,783
+444
+7% +$23.9K 0.32% 115
2018
Q4 		$321K Buy
6,339
+507
+9% +$27.8K 0.34% 114
2018
Q3 		$351K Sell
5,832
-59
-1% -$3.43K 0.33% 113
2018
Q2 		$341K Sell
5,891
-11,762
-67% -$709K 0.32% 117
2018
Q1 		$1.07M Sell
17,653
-808
-4% -$49.6K 0.97% 19
2017
Q4 		$1.11M Buy
+18,461
New +$1.08M 1.07% 13

Other funds holding EWJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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 $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

KCS Wealth Advisory's EWJ Position: Q3 2020 in Review

KCS Wealth Advisory sold out of iShares MSCI Japan ETF (EWJ) in Q3 2020, closing a stake of 4,073 shares — an estimated $224K sold.

KCS Wealth Advisory first reported a position in EWJ in Q4 2017 and held it in 11 quarters. The position peaked at $1.11M in Q4 2017. 355 funds tracked by Wall St. Rank hold EWJ as of Q3 2020.

  • KCS Wealth Advisory reported no remaining iShares MSCI Japan ETF position as of Q3 2020 after selling out during the quarter.
  • KCS Wealth Advisory sold 4,073 iShares MSCI Japan ETF shares in Q3 2020, an estimated $224K.
  • KCS Wealth Advisory first reported a position in iShares MSCI Japan ETF in Q4 2017 and held it in 11 quarters.
  • KCS Wealth Advisory's iShares MSCI Japan ETF position peaked at $1.11M in Q4 2017.
  • 355 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2020.

Based on KCS Wealth Advisory's 13F filing for Q3 2020, filed 27 Oct 2020.