TruWealth Advisors’s iShares MSCI Japan ETF EWJ Stock Holding History

TruWealth Advisors’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	-7,179	Closed	-$490K	–	167
2024 Q2	$490K	Buy	7,179 +648	+10%	+$44.2K	0.03%	105
2024 Q1	$466K	Sell	6,531 -665	-9%	-$45.1K	0.03%	106
2023 Q4	$462K	Buy	7,196 +787	+12%	+$48.1K	0.04%	96
2023 Q3	$386K	Buy	6,409 +576	+10%	+$35.5K	0.03%	92
2023 Q2	$361K	Buy	+5,833	New	+$351K	0.03%	98

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

TruWealth Advisors's EWJ Position: Q3 2024 in Review

TruWealth Advisors sold out of iShares MSCI Japan ETF (EWJ) in Q3 2024, closing a stake of 7,179 shares — an estimated $490K sold.

TruWealth Advisors first reported a position in EWJ in Q2 2023 and held it in 5 quarters. The position peaked at $490K in Q2 2024. 603 funds tracked by Wall St. Rank hold EWJ as of Q3 2024.

TruWealth Advisors reported no remaining iShares MSCI Japan ETF position as of Q3 2024 after selling out during the quarter.
TruWealth Advisors sold 7,179 iShares MSCI Japan ETF shares in Q3 2024, an estimated $490K.
TruWealth Advisors first reported a position in iShares MSCI Japan ETF in Q2 2023 and held it in 5 quarters.
TruWealth Advisors's iShares MSCI Japan ETF position peaked at $490K in Q2 2024.
603 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2024.

Based on TruWealth Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.