Torch Wealth Management’s iShares MSCI Japan ETF EWJ Stock Holding History

Torch Wealth Management’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
2019 Q4	$899K	Sell	15,186 -350	-2%	-$20.6K	0.5%	60
2019 Q3	$882K	Sell	15,536 -5,735	-27%	-$314K	0.52%	59
2019 Q2	$1.16M	Sell	21,271 -1,750	-8%	-$95.2K	0.7%	54
2019 Q1	$1.26M	Sell	23,021 -260	-1%	-$14K	0.78%	52
2018 Q4	$1.18M	Sell	23,281 -624	-3%	-$34.2K	0.85%	47
2018 Q3	$1.44M	Hold	23,905	–	–	0.86%	47
2018 Q2	$1.38M	Buy	23,905 +520	+2%	+$31.3K	0.87%	48
2018 Q1	$1.42M	Buy	23,385 +745	+3%	+$45.7K	0.92%	43
2017 Q4	$1.36M	Buy	+22,640	New	+$1.33M	0.83%	47

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

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

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

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

1CP

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

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

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Torch Wealth Management's EWJ Position: Q4 2019 in Review

Torch Wealth Management reduced its iShares MSCI Japan ETF (EWJ) stake by 2.3% in Q4 2019, selling an estimated $20.6K and leaving 15,186 shares worth $899K. The position accounts for 0.5% of the portfolio, ranked #60.

Torch Wealth Management first reported a position in EWJ in Q4 2017 and has held it in 9 quarters since. The position peaked at $1.44M in Q3 2018. 436 funds tracked by Wall St. Rank hold EWJ as of Q4 2019.

Torch Wealth Management held 15,186 shares of iShares MSCI Japan ETF worth $899K as of Q4 2019.
Torch Wealth Management sold 350 iShares MSCI Japan ETF shares in Q4 2019, an estimated $20.6K.
iShares MSCI Japan ETF made up 0.5% of Torch Wealth Management's portfolio in Q4 2019, its #60 holding.
Torch Wealth Management first reported a position in iShares MSCI Japan ETF in Q4 2017 and has held it in 9 quarters since.
Torch Wealth Management's iShares MSCI Japan ETF position peaked at $1.44M in Q3 2018.
436 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.