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Patriot Financial Group Insurance Agency’s iShares MSCI Japan ETF EWJ Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-52
Closed -$3K – 881
2022
Q2 		$3K Hold
52
– – ﹤0.01% 1631
2022
Q1 		$3K Sell
52
-100
-66% -$6.35K ﹤0.01% 1762
2021
Q4 		$10K Sell
152
-101
-40% -$6.9K ﹤0.01% 1485
2021
Q3 		$18K Hold
253
– – ﹤0.01% 1254
2021
Q2 		$17K Buy
253
+201
+387% +$13.8K ﹤0.01% 1244
2021
Q1 		$4K Hold
52
– – ﹤0.01% 1611
2020
Q4 		$4K Buy
+52
New +$3.27K ﹤0.01% 1472
2020
Q2 		– Sell
-336
Closed -$17K – 1701
2020
Q1 		$17K Hold
336
– – 0.01% 703
2019
Q4 		$20K Sell
336
-196
-37% -$11.6K 0.01% 675
2019
Q3 		$30K Sell
532
-791
-60% -$43.3K 0.01% 541
2019
Q2 		$73K Buy
1,323
+741
+127% +$40.3K 0.03% 370
2019
Q1 		$32K Hold
582
– – 0.02% 458
2018
Q4 		$30K Sell
582
-541
-48% -$29.7K 0.02% 401
2018
Q3 		$68K Buy
1,123
+686
+157% +$39.9K 0.04% 257
2018
Q2 		$25K Sell
437
-2,042
-82% -$123K 0.03% 255
2018
Q1 		$147K Buy
2,479
+479
+24% +$29.4K 0.11% 166
2017
Q4 		$125K Sell
2,000
-47
-2% -$2.76K 0.09% 179
2017
Q3 		$115K Buy
2,047
+922
+82% +$50.3K 0.1% 162
2017
Q2 		$59K Buy
1,125
+475
+73% +$25.1K 0.06% 219
2017
Q1 		$33K Sell
650
-337
-34% -$17.2K 0.03% 283
2016
Q4 		$50K Buy
+987
New +$49.3K 0.07% 215

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 $6.73T AUM 46.02% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EWJ Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares MSCI Japan ETF (EWJ) in Q3 2022, closing a stake of 52 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in EWJ in Q4 2016 and held it in 21 quarters. The position peaked at $147K in Q1 2018. 373 funds tracked by Wall St. Rank hold EWJ as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining iShares MSCI Japan ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 52 iShares MSCI Japan ETF shares in Q3 2022, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares MSCI Japan ETF in Q4 2016 and held it in 21 quarters.
  • Patriot Financial Group Insurance Agency's iShares MSCI Japan ETF position peaked at $147K in Q1 2018.
  • 373 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.