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Rockefeller Financial Services’s iShares MSCI Japan ETF EWJ Stock Holding History

Rockefeller Financial Services’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 		$11.3M Buy
188,271
+172,029
+1,059% +$10.1M 0.18% 106
2017
Q3 		$905K Buy
16,242
+4,469
+38% +$244K 0.02% 213
2017
Q2 		$632K Hold
11,773
– – 0.01% 219
2017
Q1 		$606K Hold
11,773
– – 0.01% 229
2016
Q4 		$575K Sell
11,773
-1
-0% -$50 0.01% 234
2016
Q3 		$591K Buy
11,774
+2,092
+22% +$102K 0.01% 226
2016
Q2 		$445K Sell
9,682
-1,351
-12% -$62.8K 0.01% 260
2016
Q1 		$503K Buy
11,033
+7,062
+178% +$318K 0.01% 246
2015
Q4 		$192K Buy
3,971
+3,260
+459% +$160K ﹤0.01% 340
2015
Q3 		$32K Hold
711
– – ﹤0.01% 436
2015
Q2 		$36K Hold
711
– – ﹤0.01% 405
2015
Q1 		$36K Hold
711
– – ﹤0.01% 432
2014
Q4 		$32K Buy
711
+199
+39% +$9.13K ﹤0.01% 405
2014
Q3 		$24K Sell
512
-228
-31% -$10.9K ﹤0.01% 428
2014
Q2 		$36K Hold
740
– – ﹤0.01% 428
2014
Q1 		$34K Buy
740
+345
+87% +$15.9K ﹤0.01% 445
2013
Q4 		$19K Hold
395
– – ﹤0.01% 440
2013
Q3 		$19K Hold
395
– – ﹤0.01% 451
2013
Q2 		$18K Buy
+395
New +$17.9K ﹤0.01% 450

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

Rockefeller Financial Services's EWJ Position: Q4 2017 in Review

Rockefeller Financial Services increased its iShares MSCI Japan ETF (EWJ) stake by 1,059% in Q4 2017, buying an estimated $10.1M and bringing the position to 188,271 shares worth $11.3M. The position accounts for 0.18% of the portfolio, ranked #106.

Rockefeller Financial Services first reported a position in EWJ in Q2 2013 and has held it in 19 quarters since. 459 funds tracked by Wall St. Rank hold EWJ as of Q4 2017.

  • Rockefeller Financial Services held 188,271 shares of iShares MSCI Japan ETF worth $11.3M as of Q4 2017.
  • Rockefeller Financial Services bought 172,029 iShares MSCI Japan ETF shares in Q4 2017, an estimated $10.1M.
  • iShares MSCI Japan ETF made up 0.18% of Rockefeller Financial Services's portfolio in Q4 2017, its #106 holding.
  • Rockefeller Financial Services first reported a position in iShares MSCI Japan ETF in Q2 2013 and has held it in 19 quarters since.
  • 459 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.