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Lee, Danner & Bass’s iShares MSCI Japan ETF EWJ Stock Holding History

Lee, Danner & Bass’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
2021
Q2 		– Sell
-10,915
Closed -$748K – 207
2021
Q1 		$748K Buy
10,915
+4,525
+71% +$313K 0.07% 132
2020
Q4 		$432K Buy
+6,390
New +$401K 0.05% 147

Other funds holding EWJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Lee, Danner & Bass's EWJ Position: Q2 2021 in Review

Lee, Danner & Bass sold out of iShares MSCI Japan ETF (EWJ) in Q2 2021, closing a stake of 10,915 shares — an estimated $748K sold.

Lee, Danner & Bass first reported a position in EWJ in Q4 2020 and held it in 2 quarters. The position peaked at $748K in Q1 2021. 434 funds tracked by Wall St. Rank hold EWJ as of Q2 2021.

  • Lee, Danner & Bass reported no remaining iShares MSCI Japan ETF position as of Q2 2021 after selling out during the quarter.
  • Lee, Danner & Bass sold 10,915 iShares MSCI Japan ETF shares in Q2 2021, an estimated $748K.
  • Lee, Danner & Bass first reported a position in iShares MSCI Japan ETF in Q4 2020 and held it in 2 quarters.
  • Lee, Danner & Bass's iShares MSCI Japan ETF position peaked at $748K in Q1 2021.
  • 434 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2021.

Based on Lee, Danner & Bass's 13F filing for Q2 2021, filed 27 Jul 2021.