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Spruce Investment Advisors’s iShares MSCI Japan ETF EWJ Stock Holding History

Spruce Investment 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
2016
Q2 		– Sell
-6,800
Closed -$310K – 30
2016
Q1 		$310K Hold
6,800
– – 0.19% 28
2015
Q4 		$330K Hold
6,800
– – 0.24% 29
2015
Q3 		$311K Hold
6,800
– – 0.1% 31
2015
Q2 		$348K Buy
+6,800
New +$354K 0.09% 34

Other funds holding EWJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
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
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
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Spruce Investment Advisors's EWJ Position: Q2 2016 in Review

Spruce Investment Advisors sold out of iShares MSCI Japan ETF (EWJ) in Q2 2016, closing a stake of 6,800 shares — an estimated $310K sold.

Spruce Investment Advisors first reported a position in EWJ in Q2 2015 and held it in 4 quarters. The position peaked at $348K in Q2 2015. 347 funds tracked by Wall St. Rank hold EWJ as of Q2 2016.

  • Spruce Investment Advisors reported no remaining iShares MSCI Japan ETF position as of Q2 2016 after selling out during the quarter.
  • Spruce Investment Advisors sold 6,800 iShares MSCI Japan ETF shares in Q2 2016, an estimated $310K.
  • Spruce Investment Advisors first reported a position in iShares MSCI Japan ETF in Q2 2015 and held it in 4 quarters.
  • Spruce Investment Advisors's iShares MSCI Japan ETF position peaked at $348K in Q2 2015.
  • 347 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2016.

Based on Spruce Investment Advisors's 13F filing for Q2 2016, filed 2 Aug 2016.