SVB Wealth’s iShares MSCI Japan ETF EWJ Stock Holding History

SVB Wealth’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 Q1	–	Sell	-12,806	Closed	-$865K	–	941
2020 Q4	$865K	Buy	12,806 +6,335	+98%	+$398K	0.01%	352
2020 Q3	$382K	Buy	6,471 +2,197	+51%	+$126K	0.01%	473
2020 Q2	$235K	Sell	4,274 -4,877	-53%	-$259K	﹤0.01%	510
2020 Q1	$452K	Sell	9,151 -8,557	-48%	-$471K	0.01%	331
2019 Q4	$1.05M	Buy	17,708 +6,538	+59%	+$385K	0.02%	293
2019 Q3	$634K	Buy	+11,170	New	+$612K	0.01%	340

Other funds holding EWJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

SVB Wealth's EWJ Position: Q1 2021 in Review

SVB Wealth sold out of iShares MSCI Japan ETF (EWJ) in Q1 2021, closing a stake of 12,806 shares — an estimated $865K sold.

SVB Wealth first reported a position in EWJ in Q3 2019 and held it in 6 quarters. The position peaked at $1.05M in Q4 2019. 470 funds tracked by Wall St. Rank hold EWJ as of Q1 2021.

SVB Wealth reported no remaining iShares MSCI Japan ETF position as of Q1 2021 after selling out during the quarter.
SVB Wealth sold 12,806 iShares MSCI Japan ETF shares in Q1 2021, an estimated $865K.
SVB Wealth first reported a position in iShares MSCI Japan ETF in Q3 2019 and held it in 6 quarters.
SVB Wealth's iShares MSCI Japan ETF position peaked at $1.05M in Q4 2019.
470 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2021.

Based on SVB Wealth's 13F filing for Q1 2021, filed 11 May 2021.