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Legacy Private Trust’s iShares MSCI Japan ETF EWJ Stock Holding History

Legacy Private Trust’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
2016
Q2 		– Sell
-4,465
Closed -$204K – 236
2016
Q1 		$204K Buy
+4,465
New +$201K 0.03% 231
2015
Q1 		– Sell
-5,023
Closed -$226K – 250
2014
Q4 		$226K Buy
+5,023
New +$230K 0.03% 241

Other funds holding EWJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legacy Private Trust's EWJ Position: Q2 2016 in Review

Legacy Private Trust sold out of iShares MSCI Japan ETF (EWJ) in Q2 2016, closing a stake of 4,465 shares — an estimated $204K sold.

Legacy Private Trust first reported a position in EWJ in Q4 2014 and held it in 2 quarters. The position peaked at $226K in Q4 2014. 348 funds tracked by Wall St. Rank hold EWJ as of Q2 2016.

  • Legacy Private Trust reported no remaining iShares MSCI Japan ETF position as of Q2 2016 after selling out during the quarter.
  • Legacy Private Trust sold 4,465 iShares MSCI Japan ETF shares in Q2 2016, an estimated $204K.
  • Legacy Private Trust first reported a position in iShares MSCI Japan ETF in Q4 2014 and held it in 2 quarters.
  • Legacy Private Trust's iShares MSCI Japan ETF position peaked at $226K in Q4 2014.
  • 348 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2016.

Based on Legacy Private Trust's 13F filing for Q2 2016, filed 14 Jul 2016.