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MSI Financial Services’s iShares MSCI Japan ETF EWJ Stock Holding History

MSI Financial Services’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
2016
Q4 		$2.97M Sell
60,748
-4,585
-7% -$229K 0.1% 203
2016
Q3 		$3.28M Sell
65,333
-1,487
-2% -$72.4K 0.11% 187
2016
Q2 		$3.07M Sell
66,820
-3,861
-5% -$180K 0.11% 192
2016
Q1 		$3.23M Buy
70,681
+6,648
+10% +$299K 0.14% 166
2015
Q4 		$3.1M Buy
64,033
+30,509
+91% +$1.5M 0.14% 157
2015
Q3 		$1.53M Sell
33,524
-26,551
-44% -$1.31M 0.12% 181
2015
Q2 		$3.08M Buy
60,075
+19,797
+49% +$1.03M 0.22% 104
2015
Q1 		$2.02M Buy
40,278
+19,299
+92% +$923K 0.14% 165
2014
Q4 		$943K Buy
20,979
+15,633
+292% +$717K 0.1% 228
2014
Q3 		$252K Buy
5,346
+880
+20% +$42.1K 0.03% 514
2014
Q2 		$215K Sell
4,466
-160
-3% -$7.31K 0.03% 540
2014
Q1 		$210K Buy
4,626
+1,172
+34% +$54.1K 0.03% 503
2013
Q4 		$168K Buy
3,454
+693
+25% +$33K 0.03% 562
2013
Q3 		$132K Sell
2,761
-3,360
-55% -$156K 0.02% 580
2013
Q2 		$275K Buy
+6,121
New +$277K 0.06% 334

Other funds holding EWJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

MSI Financial Services's EWJ Position: Q4 2016 in Review

MSI Financial Services reduced its iShares MSCI Japan ETF (EWJ) stake by 7% in Q4 2016, selling an estimated $229K and leaving 60,748 shares worth $2.97M. The position accounts for 0.1% of the portfolio, ranked #203.

MSI Financial Services first reported a position in EWJ in Q2 2013 and has held it in 15 quarters since. The position peaked at $3.28M in Q3 2016. 342 funds tracked by Wall St. Rank hold EWJ as of Q4 2016.

  • MSI Financial Services held 60,748 shares of iShares MSCI Japan ETF worth $2.97M as of Q4 2016.
  • MSI Financial Services sold 4,585 iShares MSCI Japan ETF shares in Q4 2016, an estimated $229K.
  • iShares MSCI Japan ETF made up 0.1% of MSI Financial Services's portfolio in Q4 2016, its #203 holding.
  • MSI Financial Services first reported a position in iShares MSCI Japan ETF in Q2 2013 and has held it in 15 quarters since.
  • MSI Financial Services's iShares MSCI Japan ETF position peaked at $3.28M in Q3 2016.
  • 342 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.