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Litman Gregory Wealth Management’s iShares MSCI Japan Value ETF EWJV Stock Holding History

Litman Gregory Wealth Management’s Portfolio EWJV Stock Details EWJV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-11,600
Closed -$310K – 62
2021
Q4 		$310K Buy
11,600
+3,700
+47% +$102K 0.05% 66
2021
Q3 		$227K Buy
7,900
+7,431
+1,584% +$210K 0.04% 70
2021
Q2 		$469 Buy
+469
New +$13.2K 0.09% 54

Other funds holding EWJV

LSA
Lansing Street Advisors Ambler, Pennsylvania $397M AUM 18.7% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Litman Gregory Wealth Management's EWJV Position: Q1 2022 in Review

Litman Gregory Wealth Management sold out of iShares MSCI Japan Value ETF (EWJV) in Q1 2022, closing a stake of 11,600 shares — an estimated $310K sold.

Litman Gregory Wealth Management first reported a position in EWJV in Q2 2021 and held it in 3 quarters. The position peaked at $310K in Q4 2021. 21 funds tracked by Wall St. Rank hold EWJV as of Q1 2022.

  • Litman Gregory Wealth Management reported no remaining iShares MSCI Japan Value ETF position as of Q1 2022 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 11,600 iShares MSCI Japan Value ETF shares in Q1 2022, an estimated $310K.
  • Litman Gregory Wealth Management first reported a position in iShares MSCI Japan Value ETF in Q2 2021 and held it in 3 quarters.
  • Litman Gregory Wealth Management's iShares MSCI Japan Value ETF position peaked at $310K in Q4 2021.
  • 21 funds tracked by Wall St. Rank held iShares MSCI Japan Value ETF as of Q1 2022.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.