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Surevest’s iShares MSCI Japan ETF EWJ Stock Holding History

Surevest’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
2022
Q3 		$34K Hold
700
– – 0.01% 207
2022
Q2 		$37K Hold
700
– – 0.01% 221
2022
Q1 		$43K Hold
700
– – 0.01% 196
2021
Q4 		$47K Buy
+700
New +$47.8K 0.01% 191

Other funds holding EWJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Surevest's EWJ Position: Q3 2022 in Review

Surevest held its iShares MSCI Japan ETF (EWJ) position steady in Q3 2022 at 700 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #207.

Surevest first reported a position in EWJ in Q4 2021 and has held it in 4 quarters since. The position peaked at $47K in Q4 2021. 373 funds tracked by Wall St. Rank hold EWJ as of Q3 2022.

  • Surevest held 700 shares of iShares MSCI Japan ETF worth $34K as of Q3 2022.
  • Surevest left its iShares MSCI Japan ETF share count unchanged in Q3 2022.
  • iShares MSCI Japan ETF made up 0.01% of Surevest's portfolio in Q3 2022, its #207 holding.
  • Surevest first reported a position in iShares MSCI Japan ETF in Q4 2021 and has held it in 4 quarters since.
  • Surevest's iShares MSCI Japan ETF position peaked at $47K in Q4 2021.
  • 373 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.