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

TrinityPoint 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
2024 Q4	$2.12M	Buy	31,599 +1,833	+6%	+$126K	0.3%	79
2024 Q3	$2.13M	Buy	29,766 +349	+1%	+$24.3K	0.31%	81
2024 Q2	$2.01M	Sell	29,417 -43	-0.1%	-$2.94K	0.31%	81
2024 Q1	$2.1M	Buy	29,460 +100	+0.3%	+$6.78K	0.35%	76
2023 Q4	$1.88M	Sell	29,360 -2,502	-8%	-$153K	0.34%	78
2023 Q3	$1.92M	Buy	+31,862	New	+$1.97M	0.38%	71

Other funds holding EWJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

TrinityPoint Wealth's EWJ Position: Q4 2024 in Review

TrinityPoint Wealth increased its iShares MSCI Japan ETF (EWJ) stake by 6.2% in Q4 2024, buying an estimated $126K and bringing the position to 31,599 shares worth $2.12M. The position accounts for 0.3% of the portfolio, ranked #79.

TrinityPoint Wealth first reported a position in EWJ in Q3 2023 and has held it in 6 quarters since. The position peaked at $2.13M in Q3 2024. 611 funds tracked by Wall St. Rank hold EWJ as of Q4 2024.

TrinityPoint Wealth held 31,599 shares of iShares MSCI Japan ETF worth $2.12M as of Q4 2024.
TrinityPoint Wealth bought 1,833 iShares MSCI Japan ETF shares in Q4 2024, an estimated $126K.
iShares MSCI Japan ETF made up 0.3% of TrinityPoint Wealth's portfolio in Q4 2024, its #79 holding.
TrinityPoint Wealth first reported a position in iShares MSCI Japan ETF in Q3 2023 and has held it in 6 quarters since.
TrinityPoint Wealth's iShares MSCI Japan ETF position peaked at $2.13M in Q3 2024.
611 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.