Mosaic Family Wealth’s iShares MSCI Japan ETF EWJ Stock Holding History

Mosaic Family Wealth’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
2018 Q3	–	Sell	-19	Closed	-$1K	–	656
2018 Q2	$1K	Buy	+19	New	+$1.15K	﹤0.01%	660
2018 Q1	–	Sell	-77	Closed	-$5K	–	675
2017 Q4	$5K	Buy	+77	New	+$4.52K	﹤0.01%	591
2016 Q4	–	Sell	-194	Closed	-$10K	–	719
2016 Q3	$10K	Buy	194 +56	+41%	+$2.73K	﹤0.01%	510
2016 Q2	$7K	Sell	138 -1,258	-90%	-$58.5K	﹤0.01%	560
2016 Q1	$63K	Buy	1,396 +216	+18%	+$9.72K	0.03%	300
2015 Q4	$57K	Buy	+1,180	New	+$57.9K	0.03%	304

Other funds holding EWJ

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Mosaic Family Wealth's EWJ Position: Q3 2018 in Review

Mosaic Family Wealth sold out of iShares MSCI Japan ETF (EWJ) in Q3 2018, closing a stake of 19 shares — an estimated $1K sold.

Mosaic Family Wealth first reported a position in EWJ in Q4 2015 and held it in 6 quarters. The position peaked at $63K in Q1 2016. 450 funds tracked by Wall St. Rank hold EWJ as of Q3 2018.

Mosaic Family Wealth reported no remaining iShares MSCI Japan ETF position as of Q3 2018 after selling out during the quarter.
Mosaic Family Wealth sold 19 iShares MSCI Japan ETF shares in Q3 2018, an estimated $1K.
Mosaic Family Wealth first reported a position in iShares MSCI Japan ETF in Q4 2015 and held it in 6 quarters.
Mosaic Family Wealth's iShares MSCI Japan ETF position peaked at $63K in Q1 2016.
450 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2018.

Based on Mosaic Family Wealth's 13F filing for Q3 2018, filed 14 Nov 2018.