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Portfolio Strategies (Washington)’s iShares MSCI Japan ETF EWJ Stock Holding History

Portfolio Strategies (Washington)’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
2017
Q4 		$63K Buy
+1,002
New +$58.8K 0.13% 35
2017
Q3 		– Sell
-116,041
Closed -$6.18M – 63
2017
Q2 		$6.18M Buy
+116,041
New +$6.13M 8.75% 2
2014
Q4 		$1.79M Buy
+39,876
New +$1.83M 2.2% 15

Other funds holding EWJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

Portfolio Strategies (Washington)'s EWJ Position: Q4 2017 in Review

Portfolio Strategies (Washington) opened a new position in iShares MSCI Japan ETF (EWJ) in Q4 2017: 1,002 shares worth $63K. The stake represents 0.13% of the portfolio and ranks #35 among its holdings. This is a return to the name: Portfolio Strategies (Washington) previously reported a position in EWJ as recently as Q2 2017.

Portfolio Strategies (Washington) first reported a position in EWJ in Q4 2014 and has held it in 3 quarters since. The position peaked at $6.18M in Q2 2017. 459 funds tracked by Wall St. Rank hold EWJ as of Q4 2017.

  • Portfolio Strategies (Washington) held 1,002 shares of iShares MSCI Japan ETF worth $63K as of Q4 2017.
  • iShares MSCI Japan ETF was a new Portfolio Strategies (Washington) position in Q4 2017.
  • iShares MSCI Japan ETF made up 0.13% of Portfolio Strategies (Washington)'s portfolio in Q4 2017, its #35 holding.
  • Portfolio Strategies (Washington) first reported a position in iShares MSCI Japan ETF in Q4 2014 and has held it in 3 quarters since.
  • Portfolio Strategies (Washington)'s iShares MSCI Japan ETF position peaked at $6.18M in Q2 2017.
  • 459 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2017, filed 13 Feb 2018.