PFS Investments’s iShares MSCI Japan ETF EWJ Stock Holding History

PFS Investments’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 Q2	$7M	Sell	113,023 -214,724	-66%	-$12.9M	0.11%	177
2023 Q1	$18.9M	Buy	327,747 +166,994	+104%	+$9.51M	0.33%	89
2022 Q4	$8.75M	Buy	160,753 +324	+0.2%	+$17.1K	0.16%	131
2022 Q3	$7.84M	Buy	160,429 +31,637	+25%	+$1.69M	0.14%	118
2022 Q2	$6.8M	Sell	128,792 -52,162	-29%	-$2.95M	0.14%	148
2022 Q1	$11.1M	Buy	+180,954	New	+$11.5M	0.21%	118
2021 Q2	–	Sell	-795,067	Closed	-$54.5M	–	376
2021 Q1	$54.5M	Sell	795,067 -81,469	-9%	-$5.64M	1.39%	18
2020 Q4	$60.2M	Buy	+876,536	New	+$55.1M	1.69%	12
2019 Q1	–	Sell	-287,218	Closed	-$15.2M	–	141
2018 Q4	$15.2M	Buy	+287,218	New	+$15.7M	0.93%	30
2018 Q3	–	Sell	-95,135	Closed	-$5.5M	–	89
2018 Q2	$5.5M	Buy	95,135 +27,177	+40%	+$1.64M	0.47%	54
2018 Q1	$4.1M	Buy	67,958 +39,445	+138%	+$2.42M	0.49%	52
2017 Q4	$1.83M	Buy	+28,513	New	+$1.67M	0.34%	54

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

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

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

PFS Investments's EWJ Position: Q2 2023 in Review

PFS Investments reduced its iShares MSCI Japan ETF (EWJ) stake by 66% in Q2 2023, selling an estimated $12.9M and leaving 113,023 shares worth $7M. The position accounts for 0.11% of the portfolio, ranked #177.

PFS Investments first reported a position in EWJ in Q4 2017 and has held it in 12 quarters since. The position peaked at $60.2M in Q4 2020. 506 funds tracked by Wall St. Rank hold EWJ as of Q2 2023.

PFS Investments held 113,023 shares of iShares MSCI Japan ETF worth $7M as of Q2 2023.
PFS Investments sold 214,724 iShares MSCI Japan ETF shares in Q2 2023, an estimated $12.9M.
iShares MSCI Japan ETF made up 0.11% of PFS Investments's portfolio in Q2 2023, its #177 holding.
PFS Investments first reported a position in iShares MSCI Japan ETF in Q4 2017 and has held it in 12 quarters since.
PFS Investments's iShares MSCI Japan ETF position peaked at $60.2M in Q4 2020.
506 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.