Lenox Wealth Management’s iShares MSCI Japan ETF EWJ Stock Holding History

Lenox Wealth Management’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
2020 Q1	–	Sell	-1,565	Closed	-$93K	–	721
2019 Q4	$93K	Buy	1,565 +319	+26%	+$18.8K	0.03%	228
2019 Q3	$70K	Buy	+1,246	New	+$68.3K	0.02%	238
2018 Q4	–	Sell	-1,261	Closed	-$76K	–	653
2018 Q3	$76K	Sell	1,261 -2,041	-62%	-$119K	0.02%	212
2018 Q2	$191K	Buy	3,302 +168	+5%	+$10.1K	0.06%	138
2018 Q1	$190K	Buy	3,134 +2,276	+265%	+$140K	0.06%	128
2017 Q4	$51K	Buy	858 +443	+107%	+$26K	0.02%	205
2017 Q3	$23K	Hold	415	–	–	0.01%	306
2017 Q2	$22K	Buy	+415	New	+$21.9K	0.01%	294
2016 Q3	–	Sell	-86	Closed	-$4.19K	–	228
2016 Q2	$4K	Hold	86	–	–	﹤0.01%	189
2016 Q1	$4K	Hold	86	–	–	﹤0.01%	194
2015 Q4	$4K	Buy	+86	New	+$4.22K	﹤0.01%	202

Other funds holding EWJ

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

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

Lenox Wealth Management's EWJ Position: Q1 2020 in Review

Lenox Wealth Management sold out of iShares MSCI Japan ETF (EWJ) in Q1 2020, closing a stake of 1,565 shares — an estimated $93K sold.

Lenox Wealth Management first reported a position in EWJ in Q4 2015 and held it in 11 quarters. The position peaked at $191K in Q2 2018. 366 funds tracked by Wall St. Rank hold EWJ as of Q1 2020.

Lenox Wealth Management reported no remaining iShares MSCI Japan ETF position as of Q1 2020 after selling out during the quarter.
Lenox Wealth Management sold 1,565 iShares MSCI Japan ETF shares in Q1 2020, an estimated $93K.
Lenox Wealth Management first reported a position in iShares MSCI Japan ETF in Q4 2015 and held it in 11 quarters.
Lenox Wealth Management's iShares MSCI Japan ETF position peaked at $191K in Q2 2018.
366 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2020.

Based on Lenox Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.