LGL Partners’s iShares MSCI Japan ETF EWJ Stock Holding History

LGL 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
2021 Q1	–	Sell	-2,985	Closed	-$202K	–	92
2020 Q4	$202K	Buy	+2,985	New	+$187K	0.12%	87
2018 Q4	–	Sell	-3,414	Closed	-$206K	–	51
2018 Q3	$206K	Buy	+3,414	New	+$198K	0.1%	53
2018 Q2	–	Sell	-4,156	Closed	-$252K	–	59
2018 Q1	$252K	Buy	4,156 +150	+4%	+$9.21K	0.12%	54
2017 Q4	$240K	Hold	4,006	–	–	0.11%	55
2017 Q3	$223K	Hold	4,006	–	–	0.14%	51
2017 Q2	$215K	Buy	+4,006	New	+$212K	0.11%	84

Other funds holding EWJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

LGL Partners's EWJ Position: Q1 2021 in Review

LGL Partners sold out of iShares MSCI Japan ETF (EWJ) in Q1 2021, closing a stake of 2,985 shares — an estimated $202K sold.

LGL Partners first reported a position in EWJ in Q2 2017 and held it in 6 quarters. The position peaked at $252K in Q1 2018. 468 funds tracked by Wall St. Rank hold EWJ as of Q1 2021.

LGL Partners reported no remaining iShares MSCI Japan ETF position as of Q1 2021 after selling out during the quarter.
LGL Partners sold 2,985 iShares MSCI Japan ETF shares in Q1 2021, an estimated $202K.
LGL Partners first reported a position in iShares MSCI Japan ETF in Q2 2017 and held it in 6 quarters.
LGL Partners's iShares MSCI Japan ETF position peaked at $252K in Q1 2018.
468 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2021.

Based on LGL Partners's 13F filing for Q1 2021, filed 4 May 2021.