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Retirement Group’s iShares MSCI Japan ETF EWJ Stock Holding History

Retirement Group’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
Q1 		$436K Buy
+6,109
New +$414K 0.16% 75
2019
Q4 		$2K Buy
+37
New +$2.18K ﹤0.01% 531

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Retirement Group's EWJ Position: Q1 2024 in Review

Retirement Group opened a new position in iShares MSCI Japan ETF (EWJ) in Q1 2024: 6,109 shares worth $436K. The stake represents 0.16% of the portfolio and ranks #75 among its holdings. This is a return to the name: Retirement Group previously reported a position in EWJ as recently as Q4 2019.

Retirement Group first reported a position in EWJ in Q4 2019 and has held it in 2 quarters since. 625 funds tracked by Wall St. Rank hold EWJ as of Q1 2024.

  • Retirement Group held 6,109 shares of iShares MSCI Japan ETF worth $436K as of Q1 2024.
  • iShares MSCI Japan ETF was a new Retirement Group position in Q1 2024.
  • iShares MSCI Japan ETF made up 0.16% of Retirement Group's portfolio in Q1 2024, its #75 holding.
  • Retirement Group first reported a position in iShares MSCI Japan ETF in Q4 2019 and has held it in 2 quarters since.
  • 625 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.