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

Mission 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
-3,884
Closed -$230K – 318
2019
Q4 		$230K Buy
+3,884
New +$229K 0.02% 299

Other funds holding EWJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Mission Wealth Management sold out of iShares MSCI Japan ETF (EWJ) in Q1 2020, closing a stake of 3,884 shares — an estimated $230K sold.

Mission Wealth Management first reported a position in EWJ in Q4 2019 and held it in 1 quarter. The position peaked at $230K in Q4 2019. 366 funds tracked by Wall St. Rank hold EWJ as of Q1 2020.

  • Mission Wealth Management reported no remaining iShares MSCI Japan ETF position as of Q1 2020 after selling out during the quarter.
  • Mission Wealth Management sold 3,884 iShares MSCI Japan ETF shares in Q1 2020, an estimated $230K.
  • Mission Wealth Management first reported a position in iShares MSCI Japan ETF in Q4 2019 and held it in 1 quarter.
  • Mission Wealth Management's iShares MSCI Japan ETF position peaked at $230K in Q4 2019.
  • 366 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2020.

Based on Mission Wealth Management's 13F filing for Q1 2020, filed 10 Apr 2020.