L.M. Kohn & Company’s iShares MSCI Japan Value ETF EWJV Stock Holding History

L.M. Kohn & Company’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
2023 Q4	–	Sell	-11,247	Closed	-$321K	–	249
2023 Q3	$321K	Buy	+11,247	New	+$317K	0.12%	153

Other funds holding EWJV

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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

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

AHC

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

OAM

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

FFS

Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

L.M. Kohn & Company's EWJV Position: Q4 2023 in Review

L.M. Kohn & Company sold out of iShares MSCI Japan Value ETF (EWJV) in Q4 2023, closing a stake of 11,247 shares — an estimated $321K sold.

L.M. Kohn & Company first reported a position in EWJV in Q3 2023 and held it in 1 quarter. The position peaked at $321K in Q3 2023. 37 funds tracked by Wall St. Rank hold EWJV as of Q4 2023.

L.M. Kohn & Company reported no remaining iShares MSCI Japan Value ETF position as of Q4 2023 after selling out during the quarter.
L.M. Kohn & Company sold 11,247 iShares MSCI Japan Value ETF shares in Q4 2023, an estimated $321K.
L.M. Kohn & Company first reported a position in iShares MSCI Japan Value ETF in Q3 2023 and held it in 1 quarter.
L.M. Kohn & Company's iShares MSCI Japan Value ETF position peaked at $321K in Q3 2023.
37 funds tracked by Wall St. Rank held iShares MSCI Japan Value ETF as of Q4 2023.

Based on L.M. Kohn & Company's 13F filing for Q4 2023, filed 9 Feb 2024.