NewSquare Capital’s iShares MSCI Japan ETF EWJ Stock Holding History

NewSquare Capital’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
2023 Q4	–	Sell	-101	Closed	-$6.09K	–	541
2023 Q3	$6.09K	Buy	+101	New	+$6.23K	﹤0.01%	364
2014 Q3	–	Sell	-100	Closed	-$5K	–	331
2014 Q2	$5K	Hold	100	–	–	﹤0.01%	231
2014 Q1	$5K	Hold	100	–	–	﹤0.01%	222
2013 Q4	$5K	Buy	+100	New	+$4.76K	﹤0.01%	221

Other funds holding EWJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

NewSquare Capital's EWJ Position: Q4 2023 in Review

NewSquare Capital sold out of iShares MSCI Japan ETF (EWJ) in Q4 2023, closing a stake of 101 shares — an estimated $6.09K sold.

NewSquare Capital first reported a position in EWJ in Q4 2013 and held it in 4 quarters. The position peaked at $6.09K in Q3 2023. 567 funds tracked by Wall St. Rank hold EWJ as of Q4 2023.

NewSquare Capital reported no remaining iShares MSCI Japan ETF position as of Q4 2023 after selling out during the quarter.
NewSquare Capital sold 101 iShares MSCI Japan ETF shares in Q4 2023, an estimated $6.09K.
NewSquare Capital first reported a position in iShares MSCI Japan ETF in Q4 2013 and held it in 4 quarters.
NewSquare Capital's iShares MSCI Japan ETF position peaked at $6.09K in Q3 2023.
567 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2023.

Based on NewSquare Capital's 13F filing for Q4 2023, filed 1 Feb 2024.