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KMS Financial Services’s iShares MSCI Japan ETF EWJ Stock Holding History

KMS Financial Services’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
2014
Q3 		$180K Buy
3,828
+227
+6% +$10.8K 0.03% 491
2014
Q2 		$174K Sell
3,601
-359
-9% -$16.4K 0.02% 505
2014
Q1 		$180K Sell
3,960
-174
-4% -$8.03K 0.03% 485
2013
Q4 		$200K Buy
4,134
+447
+12% +$21.3K 0.03% 466
2013
Q3 		$176K Buy
3,687
+283
+8% +$13.1K 0.04% 402
2013
Q2 		$153K Buy
+3,404
New +$154K 0.04% 356

Other funds holding EWJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

KMS Financial Services's EWJ Position: Q3 2014 in Review

KMS Financial Services increased its iShares MSCI Japan ETF (EWJ) stake by 6.3% in Q3 2014, buying an estimated $10.8K and bringing the position to 3,828 shares worth $180K. The position accounts for 0.03% of the portfolio, ranked #491.

KMS Financial Services first reported a position in EWJ in Q2 2013 and has held it in 6 quarters since. The position peaked at $200K in Q4 2013. 309 funds tracked by Wall St. Rank hold EWJ as of Q3 2014.

  • KMS Financial Services held 3,828 shares of iShares MSCI Japan ETF worth $180K as of Q3 2014.
  • KMS Financial Services bought 227 iShares MSCI Japan ETF shares in Q3 2014, an estimated $10.8K.
  • iShares MSCI Japan ETF made up 0.03% of KMS Financial Services's portfolio in Q3 2014, its #491 holding.
  • KMS Financial Services first reported a position in iShares MSCI Japan ETF in Q2 2013 and has held it in 6 quarters since.
  • KMS Financial Services's iShares MSCI Japan ETF position peaked at $200K in Q4 2013.
  • 309 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.