Lake Street Advisors Group’s iShares MSCI Japan ETF EWJ Stock Holding History

Lake Street Advisors Group’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
2024 Q4	–	Sell	-3,919	Closed	-$280K	–	657
2024 Q3	$280K	Hold	3,919	–	–	0.01%	474
2024 Q2	$267K	Hold	3,919	–	–	0.01%	473
2024 Q1	$280K	Hold	3,919	–	–	0.01%	476
2023 Q4	$251K	Buy	+3,919	New	+$240K	0.01%	490
2021 Q2	–	Sell	-4,705	Closed	-$322K	–	336
2021 Q1	$322K	Hold	4,705	–	–	0.03%	221
2020 Q4	$318K	Buy	4,705 +785	+20%	+$49.3K	0.03%	213
2020 Q3	$232K	Buy	+3,920	New	+$224K	0.02%	241
2018 Q3	–	Sell	-3,550	Closed	-$206K	–	251
2018 Q2	$206K	Sell	3,550 -114	-3%	-$6.87K	0.02%	310
2018 Q1	$222K	Sell	3,664 -965	-21%	-$59.2K	0.02%	276
2017 Q4	$277K	Buy	+4,629	New	+$272K	0.03%	238

Other funds holding EWJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Lake Street Advisors Group's EWJ Position: Q4 2024 in Review

Lake Street Advisors Group sold out of iShares MSCI Japan ETF (EWJ) in Q4 2024, closing a stake of 3,919 shares — an estimated $280K sold.

Lake Street Advisors Group first reported a position in EWJ in Q4 2017 and held it in 10 quarters. The position peaked at $322K in Q1 2021. 611 funds tracked by Wall St. Rank hold EWJ as of Q4 2024.

Lake Street Advisors Group reported no remaining iShares MSCI Japan ETF position as of Q4 2024 after selling out during the quarter.
Lake Street Advisors Group sold 3,919 iShares MSCI Japan ETF shares in Q4 2024, an estimated $280K.
Lake Street Advisors Group first reported a position in iShares MSCI Japan ETF in Q4 2017 and held it in 10 quarters.
Lake Street Advisors Group's iShares MSCI Japan ETF position peaked at $322K in Q1 2021.
611 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.