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Primoris Wealth Advisors’s iShares MSCI Japan ETF EWJ Stock Holding History

Primoris Wealth Advisors’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
Q4 		– Sell
-76,218
Closed -$4.6M – 88
2023
Q3 		$4.6M Buy
+76,218
New +$4.7M 5.55% 2

Other funds holding EWJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Primoris Wealth Advisors's EWJ Position: Q4 2023 in Review

Primoris Wealth Advisors sold out of iShares MSCI Japan ETF (EWJ) in Q4 2023, closing a stake of 76,218 shares — an estimated $4.6M sold.

Primoris Wealth Advisors first reported a position in EWJ in Q3 2023 and held it in 1 quarter. The position peaked at $4.6M in Q3 2023. 567 funds tracked by Wall St. Rank hold EWJ as of Q4 2023.

  • Primoris Wealth Advisors reported no remaining iShares MSCI Japan ETF position as of Q4 2023 after selling out during the quarter.
  • Primoris Wealth Advisors sold 76,218 iShares MSCI Japan ETF shares in Q4 2023, an estimated $4.6M.
  • Primoris Wealth Advisors first reported a position in iShares MSCI Japan ETF in Q3 2023 and held it in 1 quarter.
  • Primoris Wealth Advisors's iShares MSCI Japan ETF position peaked at $4.6M in Q3 2023.
  • 567 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2023.

Based on Primoris Wealth Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.