Legacy Capital Wealth Partners’s iShares MSCI Japan ETF EWJ Stock Holding History

Legacy Capital Wealth Partners’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
2023 Q4	–	Sell	-3,343	Closed	-$202K	–	291
2023 Q3	$202K	Sell	3,343 -16,042	-83%	-$990K	0.06%	270
2023 Q2	$1.2M	Sell	19,385 -31,891	-62%	-$1.92M	1%	30
2023 Q1	$3.01M	Sell	51,276 -24,150	-32%	-$1.38M	0.82%	30
2022 Q4	$4.11M	Sell	75,426 -114	-0.2%	-$6K	1.96%	20
2022 Q3	$3.69M	Buy	75,540 +10	+0%	+$536	1.96%	23
2022 Q2	$3.99M	Buy	75,530 +319	+0.4%	+$18K	2.01%	21
2022 Q1	$4.63M	Buy	+75,211	New	+$4.78M	1.99%	22

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Legacy Capital Wealth Partners's EWJ Position: Q4 2023 in Review

Legacy Capital Wealth Partners sold out of iShares MSCI Japan ETF (EWJ) in Q4 2023, closing a stake of 3,343 shares — an estimated $202K sold.

Legacy Capital Wealth Partners first reported a position in EWJ in Q1 2022 and held it in 7 quarters. The position peaked at $4.63M in Q1 2022. 567 funds tracked by Wall St. Rank hold EWJ as of Q4 2023.

Legacy Capital Wealth Partners reported no remaining iShares MSCI Japan ETF position as of Q4 2023 after selling out during the quarter.
Legacy Capital Wealth Partners sold 3,343 iShares MSCI Japan ETF shares in Q4 2023, an estimated $202K.
Legacy Capital Wealth Partners first reported a position in iShares MSCI Japan ETF in Q1 2022 and held it in 7 quarters.
Legacy Capital Wealth Partners's iShares MSCI Japan ETF position peaked at $4.63M in Q1 2022.
567 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2023.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2023, filed 5 Feb 2024.