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

Summit Wealth 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
2021
Q3 		– Sell
-80
Closed -$5K – 106
2021
Q2 		$5K Hold
80
– – 0.01% 129
2021
Q1 		$5K Buy
+80
New +$5.54K 0.01% 120

Other funds holding EWJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Summit Wealth Group's EWJ Position: Q3 2021 in Review

Summit Wealth Group sold out of iShares MSCI Japan ETF (EWJ) in Q3 2021, closing a stake of 80 shares — an estimated $5K sold.

Summit Wealth Group first reported a position in EWJ in Q1 2021 and held it in 2 quarters. The position peaked at $5K in Q2 2021. 436 funds tracked by Wall St. Rank hold EWJ as of Q3 2021.

  • Summit Wealth Group reported no remaining iShares MSCI Japan ETF position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth Group sold 80 iShares MSCI Japan ETF shares in Q3 2021, an estimated $5K.
  • Summit Wealth Group first reported a position in iShares MSCI Japan ETF in Q1 2021 and held it in 2 quarters.
  • Summit Wealth Group's iShares MSCI Japan ETF position peaked at $5K in Q2 2021.
  • 436 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.