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

Liberty 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
2021 Q4	–	Sell	-2,501	Closed	-$176K	–	464
2021 Q3	$176K	Hold	2,501	–	–	0.06%	183
2021 Q2	$169K	Sell	2,501 -1	-0%	-$68	0.07%	151
2021 Q1	$169K	Hold	2,502	–	–	0.08%	125
2020 Q4	$169K	Buy	2,502 +2	+0.1%	+$126	0.08%	124
2020 Q3	$148K	Buy	+2,500	New	+$143K	0.09%	120
2019 Q3	–	Sell	-2,500	Closed	-$136K	–	901
2019 Q2	$136K	Buy	2,500 +2,341	+1,472%	+$127K	0.12%	136
2019 Q1	$8K	Hold	159	–	–	0.01%	468
2018 Q4	$8K	Buy	+159	New	+$8.72K	0.01%	463

Other funds holding EWJ

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

1CP

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Liberty Wealth Management's EWJ Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares MSCI Japan ETF (EWJ) in Q4 2021, closing a stake of 2,501 shares — an estimated $176K sold.

Liberty Wealth Management first reported a position in EWJ in Q4 2018 and held it in 8 quarters. The position peaked at $176K in Q3 2021. 434 funds tracked by Wall St. Rank hold EWJ as of Q4 2021.

Liberty Wealth Management reported no remaining iShares MSCI Japan ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 2,501 iShares MSCI Japan ETF shares in Q4 2021, an estimated $176K.
Liberty Wealth Management first reported a position in iShares MSCI Japan ETF in Q4 2018 and held it in 8 quarters.
Liberty Wealth Management's iShares MSCI Japan ETF position peaked at $176K in Q3 2021.
434 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.