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

Oxford 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
2024 Q3	–	Sell	-1,272	Closed	-$86.8K	–	308
2024 Q2	$86.8K	Hold	1,272	–	–	0.01%	273
2024 Q1	$90.8K	Sell	1,272 -282	-18%	-$19.1K	0.01%	234
2023 Q4	$99.7K	Buy	+1,554	New	+$95K	0.01%	249
2022 Q2	–	Sell	-66	Closed	-$4K	–	277
2022 Q1	$4K	Buy	+66	New	+$4.19K	﹤0.01%	254
2021 Q4	–	Sell	-220	Closed	-$15K	–	274
2021 Q3	$15K	Buy	+220	New	+$15.2K	﹤0.01%	235

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

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

Oxford Financial Group's EWJ Position: Q3 2024 in Review

Oxford Financial Group sold out of iShares MSCI Japan ETF (EWJ) in Q3 2024, closing a stake of 1,272 shares — an estimated $86.8K sold.

Oxford Financial Group first reported a position in EWJ in Q3 2021 and held it in 5 quarters. The position peaked at $99.7K in Q4 2023. 605 funds tracked by Wall St. Rank hold EWJ as of Q3 2024.

Oxford Financial Group reported no remaining iShares MSCI Japan ETF position as of Q3 2024 after selling out during the quarter.
Oxford Financial Group sold 1,272 iShares MSCI Japan ETF shares in Q3 2024, an estimated $86.8K.
Oxford Financial Group first reported a position in iShares MSCI Japan ETF in Q3 2021 and held it in 5 quarters.
Oxford Financial Group's iShares MSCI Japan ETF position peaked at $99.7K in Q4 2023.
605 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2024.

Based on Oxford Financial Group's 13F filing for Q3 2024, filed 12 Nov 2024.