Kestra Private Wealth Services’s iShares MSCI Japan Value ETF EWJV Stock Holding History

Kestra Private Wealth Services’s Portfolio EWJV Stock Details EWJV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-10,187	Closed	-$324K	–	1399
2024 Q2	$324K	Sell	10,187 -28	-0.3%	-$900	0.01%	1018
2024 Q1	$339K	Sell	10,215 -262	-3%	-$8.17K	0.01%	962
2023 Q4	$306K	Buy	10,477 +140	+1%	+$3.98K	0.01%	938
2023 Q3	$295K	Buy	+10,337	New	+$291K	0.01%	873

Other funds holding EWJV

GCAC

Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return

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

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OAM

Ostrum Asset Management Paris, France $1.78B AUM 27.8% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Kestra Private Wealth Services's EWJV Position: Q3 2024 in Review

Kestra Private Wealth Services sold out of iShares MSCI Japan Value ETF (EWJV) in Q3 2024, closing a stake of 10,187 shares — an estimated $324K sold.

Kestra Private Wealth Services first reported a position in EWJV in Q3 2023 and held it in 4 quarters. The position peaked at $339K in Q1 2024. 48 funds tracked by Wall St. Rank hold EWJV as of Q3 2024.

Kestra Private Wealth Services reported no remaining iShares MSCI Japan Value ETF position as of Q3 2024 after selling out during the quarter.
Kestra Private Wealth Services sold 10,187 iShares MSCI Japan Value ETF shares in Q3 2024, an estimated $324K.
Kestra Private Wealth Services first reported a position in iShares MSCI Japan Value ETF in Q3 2023 and held it in 4 quarters.
Kestra Private Wealth Services's iShares MSCI Japan Value ETF position peaked at $339K in Q1 2024.
48 funds tracked by Wall St. Rank held iShares MSCI Japan Value ETF as of Q3 2024.

Based on Kestra Private Wealth Services's 13F filing for Q3 2024, filed 13 Nov 2024.