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Kore Private Wealth’s iShares MSCI Japan ETF EWJ Stock Holding History

Kore Private Wealth’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
2022
Q3 		$2.63M Buy
53,850
+5,497
+11% +$294K 0.48% 46
2022
Q2 		$2.55M Sell
48,353
-7,117
-13% -$402K 0.39% 58
2022
Q1 		$3.42M Buy
55,470
+4,265
+8% +$271K 0.43% 53
2021
Q4 		$3.43M Sell
51,205
-18,742
-27% -$1.28M 0.42% 50
2021
Q3 		$4.91M Buy
69,947
+6,100
+10% +$422K 0.52% 41
2021
Q2 		$4.31M Buy
63,847
+5,390
+9% +$369K 0.48% 42
2021
Q1 		$4M Buy
58,457
+8,968
+18% +$621K 0.54% 38
2020
Q4 		$3.34M Buy
49,489
+4,337
+10% +$272K 0.51% 37
2020
Q3 		$2.67M Buy
45,152
+612
+1% +$35K 0.52% 42
2020
Q2 		$2.45M Sell
44,540
-17,854
-29% -$948K 0.5% 46
2020
Q1 		$3.08M Sell
62,394
-4,405
-7% -$242K 0.74% 34
2019
Q4 		$3.96M Sell
66,799
-1,083
-2% -$63.8K 0.75% 36
2019
Q3 		$3.83M Sell
67,882
-454
-0.7% -$24.9K 0.86% 33
2019
Q2 		$3.73M Sell
68,336
-3,116
-4% -$170K 0.84% 35
2019
Q1 		$3.91M Buy
71,452
+483
+0.7% +$26K 0.88% 35
2018
Q4 		$3.6M Buy
+70,969
New +$3.89M 0.99% 30

Other funds holding EWJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Kore Private Wealth's EWJ Position: Q3 2022 in Review

Kore Private Wealth increased its iShares MSCI Japan ETF (EWJ) stake by 11% in Q3 2022, buying an estimated $294K and bringing the position to 53,850 shares worth $2.63M. The position accounts for 0.48% of the portfolio, ranked #46.

Kore Private Wealth first reported a position in EWJ in Q4 2018 and has held it in 16 quarters since. The position peaked at $4.91M in Q3 2021. 373 funds tracked by Wall St. Rank hold EWJ as of Q3 2022.

  • Kore Private Wealth held 53,850 shares of iShares MSCI Japan ETF worth $2.63M as of Q3 2022.
  • Kore Private Wealth bought 5,497 iShares MSCI Japan ETF shares in Q3 2022, an estimated $294K.
  • iShares MSCI Japan ETF made up 0.48% of Kore Private Wealth's portfolio in Q3 2022, its #46 holding.
  • Kore Private Wealth first reported a position in iShares MSCI Japan ETF in Q4 2018 and has held it in 16 quarters since.
  • Kore Private Wealth's iShares MSCI Japan ETF position peaked at $4.91M in Q3 2021.
  • 373 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.