Optimum Investment Advisors’s iShares MSCI Japan ETF EWJ Stock Holding History

Optimum Investment Advisors’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
2022 Q2	–	Sell	-1,567	Closed	-$97K	–	851
2022 Q1	$97K	Buy	+1,567	New	+$99.5K	0.04%	323
2018 Q3	–	Sell	-230	Closed	-$13K	–	1052
2018 Q2	$13K	Buy	230 +2	+0.9%	+$121	﹤0.01%	813
2018 Q1	$14K	Buy	+228	New	+$14K	﹤0.01%	768
2015 Q4	–	Sell	-2,666	Closed	-$122K	–	280
2015 Q3	$122K	Buy	+2,666	New	+$132K	0.05%	263
2015 Q1	$156K	Sell	3,109 -400	-11%	-$19.1K	0.05%	319
2014 Q4	$158K	Sell	3,509 -375	-10%	-$17.2K	0.05%	302
2014 Q3	$183K	Sell	3,884 -187	-5%	-$8.94K	0.06%	271
2014 Q2	$196K	Sell	4,071 -325	-7%	-$14.8K	0.06%	259
2014 Q1	$199K	Sell	4,396 -63	-1%	-$2.91K	0.07%	223
2013 Q4	$216K	Hold	4,459	–	–	0.08%	208
2013 Q3	$213K	Buy	+4,459	New	+$206K	0.09%	197

Other funds holding EWJ

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

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

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

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Optimum Investment Advisors's EWJ Position: Q2 2022 in Review

Optimum Investment Advisors sold out of iShares MSCI Japan ETF (EWJ) in Q2 2022, closing a stake of 1,567 shares — an estimated $97K sold.

Optimum Investment Advisors first reported a position in EWJ in Q3 2013 and held it in 11 quarters. The position peaked at $216K in Q4 2013. 402 funds tracked by Wall St. Rank hold EWJ as of Q2 2022.

Optimum Investment Advisors reported no remaining iShares MSCI Japan ETF position as of Q2 2022 after selling out during the quarter.
Optimum Investment Advisors sold 1,567 iShares MSCI Japan ETF shares in Q2 2022, an estimated $97K.
Optimum Investment Advisors first reported a position in iShares MSCI Japan ETF in Q3 2013 and held it in 11 quarters.
Optimum Investment Advisors's iShares MSCI Japan ETF position peaked at $216K in Q4 2013.
402 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2022.

Based on Optimum Investment Advisors's 13F filing for Q2 2022, filed 12 Jul 2022.