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Sterling Financial Planning’s iShares MSCI Japan ETF EWJ Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-32
Closed -$2K – 201
2021
Q3 		$2K Hold
32
– – ﹤0.01% 401
2021
Q2 		$2K Hold
32
– – ﹤0.01% 380
2021
Q1 		$2K Buy
+32
New +$2.22K ﹤0.01% 359

Other funds holding EWJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sterling Financial Planning's EWJ Position: Q4 2021 in Review

Sterling Financial Planning sold out of iShares MSCI Japan ETF (EWJ) in Q4 2021, closing a stake of 32 shares — an estimated $2K sold.

Sterling Financial Planning first reported a position in EWJ in Q1 2021 and held it in 3 quarters. The position peaked at $2K in Q3 2021. 434 funds tracked by Wall St. Rank hold EWJ as of Q4 2021.

  • Sterling Financial Planning reported no remaining iShares MSCI Japan ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 32 iShares MSCI Japan ETF shares in Q4 2021, an estimated $2K.
  • Sterling Financial Planning first reported a position in iShares MSCI Japan ETF in Q1 2021 and held it in 3 quarters.
  • Sterling Financial Planning's iShares MSCI Japan ETF position peaked at $2K in Q3 2021.
  • 434 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.