Valley Wealth Managers’s iShares MSCI Japan ETF EWJ Stock Holding History

Valley Wealth Managers’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
2020 Q2	–	Sell	-5,638	Closed	-$278K	–	167
2020 Q1	$278K	Hold	5,638	–	–	0.04%	142
2019 Q4	$334K	Sell	5,638 -4,200	-43%	-$248K	0.03%	154
2019 Q3	$558K	Sell	9,838 -6,450	-40%	-$353K	0.06%	135
2019 Q2	$889K	Sell	16,288 -1,495	-8%	-$81.3K	0.09%	109
2019 Q1	$973K	Buy	+17,783	New	+$958K	0.11%	110

Other funds holding EWJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

1CP

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

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Valley Wealth Managers's EWJ Position: Q2 2020 in Review

Valley Wealth Managers sold out of iShares MSCI Japan ETF (EWJ) in Q2 2020, closing a stake of 5,638 shares — an estimated $278K sold.

Valley Wealth Managers first reported a position in EWJ in Q1 2019 and held it in 5 quarters. The position peaked at $973K in Q1 2019. 354 funds tracked by Wall St. Rank hold EWJ as of Q2 2020.

Valley Wealth Managers reported no remaining iShares MSCI Japan ETF position as of Q2 2020 after selling out during the quarter.
Valley Wealth Managers sold 5,638 iShares MSCI Japan ETF shares in Q2 2020, an estimated $278K.
Valley Wealth Managers first reported a position in iShares MSCI Japan ETF in Q1 2019 and held it in 5 quarters.
Valley Wealth Managers's iShares MSCI Japan ETF position peaked at $973K in Q1 2019.
354 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2020.

Based on Valley Wealth Managers's 13F filing for Q2 2020, filed 28 Jul 2020.