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Vantage Financial Partners (Wisconsin)’s iShares MSCI Japan ETF EWJ Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		– Sell
-3,212
Closed -$230K – 190
2024
Q3 		$230K Buy
+3,212
New +$223K 0.06% 164

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Bank of Montreal
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s EWJ Position: Q4 2024 in Review

Vantage Financial Partners (Wisconsin) sold out of iShares MSCI Japan ETF (EWJ) in Q4 2024, closing a stake of 3,212 shares — an estimated $230K sold.

Vantage Financial Partners (Wisconsin) first reported a position in EWJ in Q3 2024 and held it in 1 quarter. The position peaked at $230K in Q3 2024. 611 funds tracked by Wall St. Rank hold EWJ as of Q4 2024.

  • Vantage Financial Partners (Wisconsin) reported no remaining iShares MSCI Japan ETF position as of Q4 2024 after selling out during the quarter.
  • Vantage Financial Partners (Wisconsin) sold 3,212 iShares MSCI Japan ETF shares in Q4 2024, an estimated $230K.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares MSCI Japan ETF in Q3 2024 and held it in 1 quarter.
  • Vantage Financial Partners (Wisconsin)'s iShares MSCI Japan ETF position peaked at $230K in Q3 2024.
  • 611 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2024.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2024, filed 6 Feb 2025.