Private Ocean’s iShares MSCI Japan ETF EWJ Stock Holding History

Private Ocean’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 Q2	$128K	Buy	+1,871	New	+$128K	0.01%	187
2016 Q3	–	Sell	-252	Closed	-$12K	–	183
2016 Q2	$12K	Buy	+252	New	+$11.7K	0.01%	144

Other funds holding EWJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Private Ocean's EWJ Position: Q2 2024 in Review

Private Ocean opened a new position in iShares MSCI Japan ETF (EWJ) in Q2 2024: 1,871 shares worth $128K. The stake represents 0.01% of the portfolio and ranks #187 among its holdings. This is a return to the name: Private Ocean previously reported a position in EWJ as recently as Q2 2016.

Private Ocean first reported a position in EWJ in Q2 2016 and has held it in 2 quarters since. 611 funds tracked by Wall St. Rank hold EWJ as of Q2 2024.

Private Ocean held 1,871 shares of iShares MSCI Japan ETF worth $128K as of Q2 2024.
iShares MSCI Japan ETF was a new Private Ocean position in Q2 2024.
iShares MSCI Japan ETF made up 0.01% of Private Ocean's portfolio in Q2 2024, its #187 holding.
Private Ocean first reported a position in iShares MSCI Japan ETF in Q2 2016 and has held it in 2 quarters since.
611 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.