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RPg Family Wealth Advisory’s iShares MSCI Japan ETF EWJ Stock Holding History

RPg Family Wealth Advisory’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
Q2 		– Sell
-9,519
Closed -$679K – 112
2024
Q1 		$679K Sell
9,519
-4,841
-34% -$328K 0.22% 78
2023
Q4 		$921K Buy
14,360
+428
+3% +$26.2K 0.34% 73
2023
Q3 		$840K Buy
13,932
+460
+3% +$28.4K 0.35% 68
2023
Q2 		$834K Buy
+13,472
New +$812K 0.33% 69
2022
Q2 		– Sell
-3,578
Closed -$220K – 149
2022
Q1 		$220K Hold
3,578
– – 0.09% 100
2021
Q4 		$240K Sell
3,578
-261
-7% -$17.8K 0.09% 107
2021
Q3 		$270K Hold
3,839
– – 0.11% 110
2021
Q2 		$259K Buy
+3,839
New +$263K 0.11% 112
2020
Q4 		$290K Sell
4,288
-1,332
-24% -$83.7K 0.14% 100
2020
Q3 		$332K Sell
5,620
-803
-13% -$46K 0.17% 93
2020
Q2 		$353K Hold
6,423
– – 0.22% 85
2020
Q1 		$317K Sell
6,423
-30
-0.5% -$1.65K 0.25% 69
2019
Q4 		$382K Sell
6,453
-656
-9% -$38.7K 0.22% 80
2019
Q3 		$403K Sell
7,109
-44
-0.6% -$2.41K 0.24% 76
2019
Q2 		$390K Hold
7,153
– – 0.23% 78
2019
Q1 		$391K Buy
7,153
+333
+5% +$17.9K 0.23% 77
2018
Q4 		$346K Sell
6,820
-1,450
-18% -$79.5K 0.34% 38
2018
Q3 		$498K Sell
8,270
-308
-4% -$17.9K 0.38% 43
2018
Q2 		$497K Buy
+8,578
New +$517K 0.39% 43
2017
Q2 		– Sell
-588
Closed -$30.3K – 302
2017
Q1 		$30.3K Sell
588
-10,244
-95% -$524K 0.03% 179
2016
Q4 		$529K Buy
10,832
+6,495
+150% +$324K 0.45% 38
2016
Q3 		$218K Sell
4,337
-2,609
-38% -$127K 0.15% 58
2016
Q2 		$320K Buy
6,946
+1,214
+21% +$56.5K 0.14% 52
2016
Q1 		$262K Buy
5,732
+4,768
+495% +$214K 0.2% 53
2015
Q4 		$46.7K Buy
+964
New +$47.3K 0.04% 101

Other funds holding EWJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

RPg Family Wealth Advisory's EWJ Position: Q2 2024 in Review

RPg Family Wealth Advisory sold out of iShares MSCI Japan ETF (EWJ) in Q2 2024, closing a stake of 9,519 shares — an estimated $679K sold.

RPg Family Wealth Advisory first reported a position in EWJ in Q4 2015 and held it in 25 quarters. The position peaked at $921K in Q4 2023. 613 funds tracked by Wall St. Rank hold EWJ as of Q2 2024.

  • RPg Family Wealth Advisory reported no remaining iShares MSCI Japan ETF position as of Q2 2024 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 9,519 iShares MSCI Japan ETF shares in Q2 2024, an estimated $679K.
  • RPg Family Wealth Advisory first reported a position in iShares MSCI Japan ETF in Q4 2015 and held it in 25 quarters.
  • RPg Family Wealth Advisory's iShares MSCI Japan ETF position peaked at $921K in Q4 2023.
  • 613 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2024.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2024, filed 12 Aug 2024.