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Strategic Financial Concepts’s iShares MSCI Japan ETF EWJ Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-31,684
Closed -$6.05K – 375
2024
Q2 		$6.05K Buy
31,684
+14,903
+89% +$1.02M ﹤0.01% 457
2024
Q1 		$1.2M Buy
+16,781
New +$1.14M 0.29% 78

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Strategic Financial Concepts's EWJ Position: Q3 2024 in Review

Strategic Financial Concepts sold out of iShares MSCI Japan ETF (EWJ) in Q3 2024, closing a stake of 31,684 shares — an estimated $6.05K sold.

Strategic Financial Concepts first reported a position in EWJ in Q1 2024 and held it in 2 quarters. The position peaked at $1.2M in Q1 2024. 605 funds tracked by Wall St. Rank hold EWJ as of Q3 2024.

  • Strategic Financial Concepts reported no remaining iShares MSCI Japan ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 31,684 iShares MSCI Japan ETF shares in Q3 2024, an estimated $6.05K.
  • Strategic Financial Concepts first reported a position in iShares MSCI Japan ETF in Q1 2024 and held it in 2 quarters.
  • Strategic Financial Concepts's iShares MSCI Japan ETF position peaked at $1.2M in Q1 2024.
  • 605 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.