Theory Financial’s iShares MSCI Japan ETF EWJ Stock Holding History

Theory Financial’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	-22,667	Closed	-$1.55M	–	68
2024 Q2	$1.55M	Buy	+22,667	New	+$1.55M	0.73%	39

Other funds holding EWJ

JP Morgan Chase New York $1.81T AUM 41.13% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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 Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Theory Financial's EWJ Position: Q3 2024 in Review

Theory Financial sold out of iShares MSCI Japan ETF (EWJ) in Q3 2024, closing a stake of 22,667 shares — an estimated $1.55M sold.

Theory Financial first reported a position in EWJ in Q2 2024 and held it in 1 quarter. The position peaked at $1.55M in Q2 2024. 605 funds tracked by Wall St. Rank hold EWJ as of Q3 2024.

Theory Financial reported no remaining iShares MSCI Japan ETF position as of Q3 2024 after selling out during the quarter.
Theory Financial sold 22,667 iShares MSCI Japan ETF shares in Q3 2024, an estimated $1.55M.
Theory Financial first reported a position in iShares MSCI Japan ETF in Q2 2024 and held it in 1 quarter.
Theory Financial's iShares MSCI Japan ETF position peaked at $1.55M in Q2 2024.
605 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2024.

Based on Theory Financial's 13F filing for Q3 2024, filed 7 Nov 2024.