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

Plan Group Financial’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
Q3 		– Sell
-15,255
Closed -$941K – 82
2023
Q2 		$941K Buy
+15,255
New +$919K 0.79% 25

Other funds holding EWJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Plan Group Financial's EWJ Position: Q3 2023 in Review

Plan Group Financial sold out of iShares MSCI Japan ETF (EWJ) in Q3 2023, closing a stake of 15,255 shares — an estimated $941K sold.

Plan Group Financial first reported a position in EWJ in Q2 2023 and held it in 1 quarter. The position peaked at $941K in Q2 2023. 527 funds tracked by Wall St. Rank hold EWJ as of Q3 2023.

  • Plan Group Financial reported no remaining iShares MSCI Japan ETF position as of Q3 2023 after selling out during the quarter.
  • Plan Group Financial sold 15,255 iShares MSCI Japan ETF shares in Q3 2023, an estimated $941K.
  • Plan Group Financial first reported a position in iShares MSCI Japan ETF in Q2 2023 and held it in 1 quarter.
  • Plan Group Financial's iShares MSCI Japan ETF position peaked at $941K in Q2 2023.
  • 527 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2023.

Based on Plan Group Financial's 13F filing for Q3 2023, filed 13 Nov 2023.