Summit Financial Group’s iShares MSCI Japan ETF EWJ Stock Holding History

Summit Financial Group’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 Q1	$268K	Hold	3,750	–	–	0.1%	169
2023 Q4	$241K	Hold	3,750	–	–	0.09%	172
2023 Q3	$226K	Hold	3,750	–	–	0.1%	171
2023 Q2	$232K	Hold	3,750	–	–	0.09%	176
2023 Q1	$220K	Sell	3,750 -1,000	-21%	-$56.9K	0.08%	181
2022 Q4	$259K	Hold	4,750	–	–	0.1%	166
2022 Q3	$232K	Sell	4,750 -200	-4%	-$10.7K	0.1%	172
2022 Q2	$262K	Sell	4,950 -125	-2%	-$7.06K	0.1%	169
2022 Q1	$313K	Hold	5,075	–	–	0.11%	163
2021 Q4	$340K	Hold	5,075	–	–	0.11%	159
2021 Q3	$357K	Hold	5,075	–	–	0.13%	151
2021 Q2	$343K	Hold	5,075	–	–	0.13%	150
2021 Q1	$348K	Hold	5,075	–	–	0.14%	127
2020 Q4	$343K	Buy	5,075 +200	+4%	+$12.6K	0.15%	118
2020 Q3	$288K	Hold	4,875	–	–	0.14%	121
2020 Q2	$268K	Hold	4,875	–	–	0.14%	124
2020 Q1	$241K	Hold	4,875	–	–	0.14%	120
2019 Q4	$289K	Hold	4,875	–	–	0.14%	127
2019 Q3	$277K	Hold	4,875	–	–	0.14%	127
2019 Q2	$266K	Buy	+4,875	New	+$265K	0.12%	136
2018 Q4	–	Sell	-4,950	Closed	-$298K	–	113
2018 Q3	$298K	Hold	4,950	–	–	0.22%	95
2018 Q2	$287K	Hold	4,950	–	–	0.22%	98
2018 Q1	$300K	Hold	4,950	–	–	0.23%	97
2017 Q4	$297K	Hold	4,950	–	–	0.24%	94
2017 Q3	$276K	Hold	4,950	–	–	0.23%	96
2017 Q2	$266K	Buy	+4,950	New	+$261K	0.23%	99

Other funds holding EWJ

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Summit Financial Group's EWJ Position: Q1 2024 in Review

Summit Financial Group held its iShares MSCI Japan ETF (EWJ) position steady in Q1 2024 at 3,750 shares worth $268K. The position accounts for 0.1% of the portfolio, ranked #169.

Summit Financial Group first reported a position in EWJ in Q2 2017 and has held it in 26 quarters since. The position peaked at $357K in Q3 2021. 625 funds tracked by Wall St. Rank hold EWJ as of Q1 2024.

Summit Financial Group held 3,750 shares of iShares MSCI Japan ETF worth $268K as of Q1 2024.
Summit Financial Group left its iShares MSCI Japan ETF share count unchanged in Q1 2024.
iShares MSCI Japan ETF made up 0.1% of Summit Financial Group's portfolio in Q1 2024, its #169 holding.
Summit Financial Group first reported a position in iShares MSCI Japan ETF in Q2 2017 and has held it in 26 quarters since.
Summit Financial Group's iShares MSCI Japan ETF position peaked at $357K in Q3 2021.
625 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.