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

Ropes 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
2019 Q4	–	Sell	-952	Closed	-$54K	–	540
2019 Q3	$54K	Sell	952 -474	-33%	-$26K	0.01%	331
2019 Q2	$78K	Buy	1,426 +474	+50%	+$25.8K	0.02%	296
2019 Q1	$52K	Hold	952	–	–	0.01%	325
2018 Q4	$48K	Buy	+952	New	+$52.2K	0.01%	310

Other funds holding EWJ

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Ropes Wealth Advisors's EWJ Position: Q4 2019 in Review

Ropes Wealth Advisors sold out of iShares MSCI Japan ETF (EWJ) in Q4 2019, closing a stake of 952 shares — an estimated $54K sold.

Ropes Wealth Advisors first reported a position in EWJ in Q4 2018 and held it in 4 quarters. The position peaked at $78K in Q2 2019. 436 funds tracked by Wall St. Rank hold EWJ as of Q4 2019.

Ropes Wealth Advisors reported no remaining iShares MSCI Japan ETF position as of Q4 2019 after selling out during the quarter.
Ropes Wealth Advisors sold 952 iShares MSCI Japan ETF shares in Q4 2019, an estimated $54K.
Ropes Wealth Advisors first reported a position in iShares MSCI Japan ETF in Q4 2018 and held it in 4 quarters.
Ropes Wealth Advisors's iShares MSCI Japan ETF position peaked at $78K in Q2 2019.
436 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2019.

Based on Ropes Wealth Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.