Lee Financial’s iShares MSCI Japan ETF EWJ Stock Holding History

Lee Financial’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 Q1	–	Sell	-25	Closed	-$1.6K	–	384
2023 Q4	$1.6K	Hold	25	–	–	﹤0.01%	770
2023 Q3	$1.51K	Buy	+25	New	+$1.54K	﹤0.01%	737
2023 Q2	–	Sell	-118	Closed	-$6.93K	–	804
2023 Q1	$6.93K	Buy	+118	New	+$6.72K	﹤0.01%	477
2020 Q3	–	Sell	-34	Closed	-$2K	–	540
2020 Q2	$2K	Hold	34	–	–	﹤0.01%	486
2020 Q1	$2K	Hold	34	–	–	﹤0.01%	437
2019 Q4	$2K	Hold	34	–	–	﹤0.01%	464
2019 Q3	$2K	Hold	34	–	–	﹤0.01%	478
2019 Q2	$2K	Hold	34	–	–	﹤0.01%	483
2019 Q1	$2K	Buy	+34	New	+$1.83K	﹤0.01%	474
2018 Q2	–	Sell	-1	Closed	–	–	796
2018 Q1	$0	Buy	+1	New	+$61	﹤0.01%	755
2017 Q2	–	Sell	-3,345	Closed	-$172K	–	505
2017 Q1	$172K	Hold	3,345	–	–	0.07%	112
2016 Q4	$33K	Buy	+3,345	New	+$167K	0.02%	194

Other funds holding EWJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Lee Financial's EWJ Position: Q1 2024 in Review

Lee Financial sold out of iShares MSCI Japan ETF (EWJ) in Q1 2024, closing a stake of 25 shares — an estimated $1.6K sold.

Lee Financial first reported a position in EWJ in Q4 2016 and held it in 12 quarters. The position peaked at $172K in Q1 2017. 625 funds tracked by Wall St. Rank hold EWJ as of Q1 2024.

Lee Financial reported no remaining iShares MSCI Japan ETF position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 25 iShares MSCI Japan ETF shares in Q1 2024, an estimated $1.6K.
Lee Financial first reported a position in iShares MSCI Japan ETF in Q4 2016 and held it in 12 quarters.
Lee Financial's iShares MSCI Japan ETF position peaked at $172K in Q1 2017.
625 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.