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Personal CFO Solutions’s iShares MSCI Japan ETF EWJ Stock Holding History

Personal CFO Solutions’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
Q4 		– Sell
-5,441
Closed -$389K – 506
2024
Q3 		$389K Hold
5,441
– – 0.05% 327
2024
Q2 		$371K Buy
5,441
+39
+0.7% +$2.66K 0.06% 320
2024
Q1 		$385K Hold
5,402
– – 0.06% 324
2023
Q4 		$346K Hold
5,402
– – 0.06% 332
2023
Q3 		$326K Hold
5,402
– – 0.06% 300
2023
Q2 		$334K Hold
5,402
– – 0.07% 306
2023
Q1 		$317K Hold
5,402
– – 0.07% 296
2022
Q4 		$294K Sell
5,402
-110
-2% -$5.79K 0.06% 302
2022
Q3 		$269K Sell
5,512
-32
-0.6% -$1.71K 0.07% 276
2022
Q2 		$293K Sell
5,544
-309
-5% -$17.5K 0.07% 269
2022
Q1 		$361K Sell
5,853
-285
-5% -$18.1K 0.07% 275
2021
Q4 		$411K Buy
6,138
+949
+18% +$64.9K 0.08% 232
2021
Q3 		$365K Buy
5,189
+400
+8% +$27.7K 0.07% 238
2021
Q2 		$323K Buy
4,789
+267
+6% +$18.3K 0.07% 269
2021
Q1 		$310K Buy
4,522
+1,188
+36% +$82.3K 0.07% 248
2020
Q4 		$225K Buy
+3,334
New +$209K 0.06% 328
2020
Q1 		– Sell
-6,532
Closed -$387K – 310
2019
Q4 		$387K Buy
6,532
+755
+13% +$44.5K 0.11% 171
2019
Q3 		$326K Buy
+5,777
New +$317K 0.13% 187

Other funds holding EWJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Personal CFO Solutions's EWJ Position: Q4 2024 in Review

Personal CFO Solutions sold out of iShares MSCI Japan ETF (EWJ) in Q4 2024, closing a stake of 5,441 shares — an estimated $389K sold.

Personal CFO Solutions first reported a position in EWJ in Q3 2019 and held it in 18 quarters. The position peaked at $411K in Q4 2021. 611 funds tracked by Wall St. Rank hold EWJ as of Q4 2024.

  • Personal CFO Solutions reported no remaining iShares MSCI Japan ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 5,441 iShares MSCI Japan ETF shares in Q4 2024, an estimated $389K.
  • Personal CFO Solutions first reported a position in iShares MSCI Japan ETF in Q3 2019 and held it in 18 quarters.
  • Personal CFO Solutions's iShares MSCI Japan ETF position peaked at $411K in Q4 2021.
  • 611 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.