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Next Financial Group’s iShares MSCI Japan ETF EWJ Stock Holding History

Next Financial Group’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
2021
Q4 		$78K Buy
1,162
+1
+0.1% +$68 0.01% 1291
2021
Q3 		$82K Sell
1,161
-32
-3% -$2.22K 0.01% 1200
2021
Q2 		$81K Sell
1,193
-163
-12% -$11.2K 0.01% 1210
2021
Q1 		$93K Buy
1,356
+40
+3% +$2.77K 0.01% 1057
2020
Q4 		$89K Buy
1,316
+1,003
+320% +$63K 0.01% 996
2020
Q3 		$18K Buy
+313
New +$17.9K ﹤0.01% 1444
2020
Q2 		– Sell
-265
Closed -$13K – 990
2020
Q1 		$13K Buy
265
+40
+18% +$2.2K ﹤0.01% 1428
2019
Q4 		$13K Sell
225
-75
-25% -$4.42K ﹤0.01% 1672
2019
Q3 		$17K Hold
300
– – ﹤0.01% 1502
2019
Q2 		$16K Buy
300
+109
+57% +$5.93K ﹤0.01% 1539
2019
Q1 		$10K Sell
191
-109
-36% -$5.87K ﹤0.01% 1108
2018
Q4 		$15K Buy
300
+48
+19% +$2.63K ﹤0.01% 1199
2018
Q3 		$15K Buy
+252
New +$14.6K 0.01% 873
2017
Q4 		– Sell
-1,126
Closed -$65K – 596
2017
Q3 		$65K Buy
1,126
+116
+11% +$6.33K 0.02% 623
2017
Q2 		$54K Sell
1,010
-78
-7% -$4.12K 0.01% 757
2017
Q1 		$56K Sell
1,088
-261
-19% -$13.3K 0.02% 680
2016
Q4 		$66K Sell
1,349
-3
-0.2% -$150 0.01% 837
2016
Q3 		$68K Buy
1,352
+485
+56% +$23.6K 0.01% 805
2016
Q2 		$39K Sell
867
-377
-30% -$17.5K 0.01% 727
2016
Q1 		$56K Sell
1,244
-1,350
-52% -$60.7K 0.02% 591
2015
Q4 		$125K Sell
2,594
-2,101
-45% -$103K 0.05% 361
2015
Q3 		$214K Buy
4,695
+1,044
+29% +$51.5K 0.08% 266
2015
Q2 		$187K Buy
3,651
+2,459
+206% +$128K 0.06% 316
2015
Q1 		$59K Hold
1,192
– – 0.02% 617
2014
Q4 		$54K Sell
1,192
-444
-27% -$20.4K 0.02% 624
2014
Q3 		$77K Buy
1,636
+1,533
+1,488% +$73.3K 0.02% 752
2014
Q2 		$5K Buy
+103
New +$4.71K ﹤0.01% 915

Other funds holding EWJ

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Next Financial Group's EWJ Position: Q4 2021 in Review

Next Financial Group increased its iShares MSCI Japan ETF (EWJ) stake by 0.09% in Q4 2021, buying an estimated $68 and bringing the position to 1,162 shares worth $78K. The position accounts for 0.01% of the portfolio, ranked #1291.

Next Financial Group first reported a position in EWJ in Q2 2014 and has held it in 27 quarters since. The position peaked at $214K in Q3 2015. 433 funds tracked by Wall St. Rank hold EWJ as of Q4 2021.

  • Next Financial Group held 1,162 shares of iShares MSCI Japan ETF worth $78K as of Q4 2021.
  • Next Financial Group bought 1 iShares MSCI Japan ETF share in Q4 2021, an estimated $68.
  • iShares MSCI Japan ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1291 holding.
  • Next Financial Group first reported a position in iShares MSCI Japan ETF in Q2 2014 and has held it in 27 quarters since.
  • Next Financial Group's iShares MSCI Japan ETF position peaked at $214K in Q3 2015.
  • 433 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.