TrueWealth LLC’s iShares MSCI Japan ETF EWJ Stock Holding History

TrueWealth LLC’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 Q2	–	Sell	-188	Closed	-$10K	–	729
2019 Q1	$10K	Buy	+188	New	+$10.1K	﹤0.01%	454
2018 Q4	–	Sell	-357	Closed	-$22K	–	752
2018 Q3	$22K	Sell	357 -200	-36%	-$11.6K	0.01%	376
2018 Q2	$32K	Buy	+557	New	+$33.6K	0.02%	325

Other funds holding EWJ

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TrueWealth LLC's EWJ Position: Q2 2019 in Review

TrueWealth LLC sold out of iShares MSCI Japan ETF (EWJ) in Q2 2019, closing a stake of 188 shares — an estimated $10K sold.

TrueWealth LLC first reported a position in EWJ in Q2 2018 and held it in 3 quarters. The position peaked at $32K in Q2 2018. 404 funds tracked by Wall St. Rank hold EWJ as of Q2 2019.

TrueWealth LLC reported no remaining iShares MSCI Japan ETF position as of Q2 2019 after selling out during the quarter.
TrueWealth LLC sold 188 iShares MSCI Japan ETF shares in Q2 2019, an estimated $10K.
TrueWealth LLC first reported a position in iShares MSCI Japan ETF in Q2 2018 and held it in 3 quarters.
TrueWealth LLC's iShares MSCI Japan ETF position peaked at $32K in Q2 2018.
404 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2019.

Based on TrueWealth LLC's 13F filing for Q2 2019, filed 10 Jul 2019.