Lenox Wealth Advisors’s iShares MSCI Japan ETF EWJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $28K | Buy |
464
+21
| +5% | +$1.33K | ﹤0.01% | 333 |
|
|
2021
Q4 | $29K | Sell |
443
-145
| -25% | -$9.91K | ﹤0.01% | 337 |
|
|
2021
Q3 | $42K | Hold |
588
| – | – | 0.01% | 252 |
|
|
2021
Q2 | $40K | Hold |
588
| – | – | 0.01% | 261 |
|
|
2021
Q1 | $40K | Hold |
588
| – | – | 0.01% | 217 |
|
|
2020
Q4 | $40K | Hold |
588
| – | – | 0.01% | 209 |
|
|
2020
Q3 | $35K | Hold |
588
| – | – | 0.01% | 199 |
|
|
2020
Q2 | $32K | Hold |
588
| – | – | 0.01% | 213 |
|
|
2020
Q1 | $29K | Hold |
588
| – | – | 0.01% | 204 |
|
|
2019
Q4 | $35K | Hold |
588
| – | – | 0.01% | 230 |
|
|
2019
Q3 | $33K | Buy |
588
+145
| +33% | +$7.95K | 0.01% | 203 |
|
|
2019
Q2 | $42K | Hold |
443
| – | – | 0.01% | 154 |
|
|
2019
Q1 | $24K | Hold |
443
| – | – | ﹤0.01% | 184 |
|
|
2018
Q4 | $23K | Buy |
443
+2
| +0.5% | +$110 | ﹤0.01% | 185 |
|
|
2018
Q3 | $26K | Sell |
441
-2
| -0.5% | -$116 | 0.01% | 186 |
|
|
2018
Q2 | $25K | Hold |
443
| – | – | 0.01% | 227 |
|
|
2018
Q1 | $27K | Buy |
443
+21
| +5% | +$1.29K | 0.01% | 235 |
|
|
2017
Q4 | $25K | Hold |
422
| – | – | 0.01% | 133 |
|
|
2017
Q3 | $24K | Hold |
422
| – | – | 0.01% | 65 |
|
|
2017
Q2 | $23K | Hold |
422
| – | – | 0.01% | 77 |
|
|
2017
Q1 | $22K | Hold |
422
| – | – | 0.01% | 60 |
|
|
2016
Q4 | $21K | Sell |
422
-1
| -0.2% | -$50 | 0.01% | 79 |
|
|
2016
Q3 | $21K | Hold |
423
| – | – | 0.01% | 136 |
|
|
2016
Q2 | $19K | Hold |
423
| – | – | 0.01% | 137 |
|
|
2016
Q1 | $19K | Sell |
423
-409
| -49% | -$18.4K | 0.01% | 136 |
|
|
2015
Q4 | $40K | Buy |
832
+409
| +97% | +$20.1K | 0.01% | 103 |
|
|
2015
Q3 | $19K | Hold |
423
| – | – | 0.01% | 137 |
|
|
2015
Q2 | $22K | Hold |
423
| – | – | 0.01% | 98 |
|
|
2015
Q1 | $21K | Sell |
423
-593
| -58% | -$28.4K | 0.01% | 125 |
|
|
2014
Q4 | $46K | Buy |
1,016
+593
| +140% | +$27.2K | 0.02% | 87 |
|
|
2014
Q3 | $20K | Hold |
423
| – | – | 0.01% | 126 |
|
|
2014
Q2 | $20K | Hold |
423
| – | – | 0.01% | 105 |
|
|
2014
Q1 | $19K | Hold |
423
| – | – | 0.01% | 99 |
|
|
2013
Q4 | $21K | Hold |
423
| – | – | 0.01% | 110 |
|
|
2013
Q3 | $20K | Hold |
423
| – | – | 0.02% | 64 |
|
|
2013
Q2 | $19K | Buy |
+423
| New | +$19.1K | 0.02% | 71 |
|
Other funds holding EWJ
1CP
Lenox Wealth Advisors's EWJ Position: Q1 2022 in Review
Lenox Wealth Advisors increased its iShares MSCI Japan ETF (EWJ) stake by 4.7% in Q1 2022, buying an estimated $1.33K and bringing the position to 464 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #333.
Lenox Wealth Advisors first reported a position in EWJ in Q2 2013 and has held it in 36 quarters since. The position peaked at $46K in Q4 2014. 432 funds tracked by Wall St. Rank hold EWJ as of Q1 2022.
- Lenox Wealth Advisors held 464 shares of iShares MSCI Japan ETF worth $28K as of Q1 2022.
- Lenox Wealth Advisors bought 21 iShares MSCI Japan ETF shares in Q1 2022, an estimated $1.33K.
- iShares MSCI Japan ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #333 holding.
- Lenox Wealth Advisors first reported a position in iShares MSCI Japan ETF in Q2 2013 and has held it in 36 quarters since.
- Lenox Wealth Advisors's iShares MSCI Japan ETF position peaked at $46K in Q4 2014.
- 432 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2022.
Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.