UBP Investment Advisors’s iShares MSCI Japan ETF EWJ Stock Holding History

UBP Investment 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
2021 Q3	–	Sell	-16,726	Closed	-$1.13M	–	105
2021 Q2	$1.13M	Hold	16,726	–	–	0.42%	55
2021 Q1	$1.15M	Hold	16,726	–	–	0.47%	41
2020 Q4	$1.13M	Buy	+16,726	New	+$1.05M	0.58%	37
2018 Q4	–	Sell	-7,314	Closed	-$441K	–	47
2018 Q3	$441K	Buy	7,314 +201	+3%	+$11.7K	0.42%	46
2018 Q2	$409K	Sell	7,113 -201	-3%	-$12.1K	0.48%	37
2018 Q1	$444K	Hold	7,314	–	–	0.48%	38
2017 Q4	$438K	Buy	+7,314	New	+$429K	0.52%	44

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

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

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

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

1CP

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBP Investment Advisors's EWJ Position: Q3 2021 in Review

UBP Investment Advisors sold out of iShares MSCI Japan ETF (EWJ) in Q3 2021, closing a stake of 16,726 shares — an estimated $1.13M sold.

UBP Investment Advisors first reported a position in EWJ in Q4 2017 and held it in 7 quarters. The position peaked at $1.15M in Q1 2021. 436 funds tracked by Wall St. Rank hold EWJ as of Q3 2021.

UBP Investment Advisors reported no remaining iShares MSCI Japan ETF position as of Q3 2021 after selling out during the quarter.
UBP Investment Advisors sold 16,726 iShares MSCI Japan ETF shares in Q3 2021, an estimated $1.13M.
UBP Investment Advisors first reported a position in iShares MSCI Japan ETF in Q4 2017 and held it in 7 quarters.
UBP Investment Advisors's iShares MSCI Japan ETF position peaked at $1.15M in Q1 2021.
436 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2021.

Based on UBP Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.