Rowland Carmichael Advisors’s iShares MSCI Japan ETF EWJ Stock Holding History

Rowland Carmichael 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
2020 Q4	$11.2M	Buy	165,882 +137,424	+483%	+$8.63M	3.54%	3
2020 Q3	$1.68M	Buy	28,458 +22,958	+417%	+$1.31M	0.66%	33
2020 Q2	$302K	Buy	+5,500	New	+$292K	0.13%	188
2018 Q4	–	Sell	-6,457	Closed	-$389K	–	321
2018 Q3	$389K	Buy	+6,457	New	+$375K	0.15%	164
2018 Q2	–	Sell	-2,833	Closed	-$172K	–	353
2018 Q1	$172K	Sell	2,833 -1,307	-32%	-$80.2K	0.09%	250
2017 Q4	$248K	Buy	+4,140	New	+$243K	0.13%	212

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

1CP

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

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

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

Rowland Carmichael Advisors's EWJ Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its iShares MSCI Japan ETF (EWJ) stake by 483% in Q4 2020, buying an estimated $8.63M and bringing the position to 165,882 shares worth $11.2M. The position accounts for 3.54% of the portfolio, ranked #3.

Rowland Carmichael Advisors first reported a position in EWJ in Q4 2017 and has held it in 6 quarters since. 443 funds tracked by Wall St. Rank hold EWJ as of Q4 2020.

Rowland Carmichael Advisors held 165,882 shares of iShares MSCI Japan ETF worth $11.2M as of Q4 2020.
Rowland Carmichael Advisors bought 137,424 iShares MSCI Japan ETF shares in Q4 2020, an estimated $8.63M.
iShares MSCI Japan ETF made up 3.54% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #3 holding.
Rowland Carmichael Advisors first reported a position in iShares MSCI Japan ETF in Q4 2017 and has held it in 6 quarters since.
443 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.