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

Omnia 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
2023 Q4	–	Sell	-76,536	Closed	-$4.61M	–	67
2023 Q3	$4.61M	Buy	+76,536	New	+$4.72M	2.86%	12
2019 Q2	–	Sell	-53	Closed	-$3K	–	234
2019 Q1	$3K	Hold	53	–	–	﹤0.01%	378
2018 Q4	$3K	Buy	+53	New	+$2.91K	﹤0.01%	331

Other funds holding EWJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Omnia Family Wealth's EWJ Position: Q4 2023 in Review

Omnia Family Wealth sold out of iShares MSCI Japan ETF (EWJ) in Q4 2023, closing a stake of 76,536 shares — an estimated $4.61M sold.

Omnia Family Wealth first reported a position in EWJ in Q4 2018 and held it in 3 quarters. The position peaked at $4.61M in Q3 2023. 567 funds tracked by Wall St. Rank hold EWJ as of Q4 2023.

Omnia Family Wealth reported no remaining iShares MSCI Japan ETF position as of Q4 2023 after selling out during the quarter.
Omnia Family Wealth sold 76,536 iShares MSCI Japan ETF shares in Q4 2023, an estimated $4.61M.
Omnia Family Wealth first reported a position in iShares MSCI Japan ETF in Q4 2018 and held it in 3 quarters.
Omnia Family Wealth's iShares MSCI Japan ETF position peaked at $4.61M in Q3 2023.
567 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2023.

Based on Omnia Family Wealth's 13F filing for Q4 2023, filed 5 Feb 2024.