Rothschild & Co Wealth Management (UK)’s iShares MSCI Japan ETF EWJ Stock Holding History

Rothschild & Co Wealth Management (UK)’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
2016 Q3	–	Sell	-41,645	Closed	-$1.92M	–	41
2016 Q2	$1.92M	Hold	41,645	–	–	0.14%	10
2016 Q1	$1.9M	Hold	41,645	–	–	0.12%	11
2015 Q4	$2.02M	Buy	41,645 +5,162	+14%	+$253K	0.14%	9
2015 Q3	$1.67M	Buy	36,483 +5,483	+18%	+$271K	0.13%	11
2015 Q2	$1.59M	Buy	+31,000	New	+$1.61M	0.16%	11

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s EWJ Position: Q3 2016 in Review

Rothschild & Co Wealth Management (UK) sold out of iShares MSCI Japan ETF (EWJ) in Q3 2016, closing a stake of 41,645 shares — an estimated $1.92M sold.

Rothschild & Co Wealth Management (UK) first reported a position in EWJ in Q2 2015 and held it in 5 quarters. The position peaked at $2.02M in Q4 2015. 332 funds tracked by Wall St. Rank hold EWJ as of Q3 2016.

Rothschild & Co Wealth Management (UK) reported no remaining iShares MSCI Japan ETF position as of Q3 2016 after selling out during the quarter.
Rothschild & Co Wealth Management (UK) sold 41,645 iShares MSCI Japan ETF shares in Q3 2016, an estimated $1.92M.
Rothschild & Co Wealth Management (UK) first reported a position in iShares MSCI Japan ETF in Q2 2015 and held it in 5 quarters.
Rothschild & Co Wealth Management (UK)'s iShares MSCI Japan ETF position peaked at $2.02M in Q4 2015.
332 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2016.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q3 2016, filed 19 Dec 2019.