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Vontobel Swiss Wealth Advisors’s iShares MSCI Japan ETF EWJ Stock Holding History

Vontobel Swiss Wealth 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
Q2 		$1.58M Buy
24,571
+6,727
+38% +$460K 0.81% 25
2021
Q1 		$1.22M Buy
17,844
+4,108
+30% +$285K 0.68% 28
2020
Q4 		$928K Buy
13,736
+2,192
+19% +$138K 0.53% 37
2020
Q3 		$617K Sell
11,544
-8,750
-43% -$501K 0.43% 38
2020
Q2 		$1.11M Sell
20,294
-2,220
-10% -$118K 0.73% 35
2020
Q1 		$1.11M Sell
22,514
-2,926
-12% -$161K 0.85% 36
2019
Q4 		$1.51M Buy
25,440
+765
+3% +$45.1K 0.99% 35
2019
Q3 		$1.4M Sell
24,675
-183
-0.7% -$10K 0.9% 40
2019
Q2 		$1.36M Buy
24,858
+6,132
+33% +$334K 0.73% 50
2019
Q1 		$992K Sell
18,726
-124,663
-87% -$6.71M 1.08% 25
2018
Q4 		$7.05M Sell
143,389
-12,119
-8% -$665K 5.24% 3
2018
Q3 		$9.04M Sell
155,508
-7,125
-4% -$414K 5.29% 2
2018
Q2 		$9.42M Buy
162,633
+5,229
+3% +$315K 5.34% 2
2018
Q1 		$9.55M Buy
157,404
+3,059
+2% +$188K 5.04% 4
2017
Q4 		$8.85M Buy
+154,345
New +$9.06M 5.21% 4
2017
Q1 		– Sell
-33,812
Closed -$1.65M – 73
2016
Q4 		$1.65M Sell
33,812
-303
-0.9% -$15.1K 1.01% 36
2016
Q3 		$1.71M Sell
34,115
-24,463
-42% -$1.19M 0.92% 32
2016
Q2 		$2.42M Buy
58,578
+25,427
+77% +$1.18M 1.44% 28
2016
Q1 		$1.51M Buy
33,151
+426
+1% +$19.2K 0.8% 40
2015
Q4 		$1.59M Sell
32,725
-129,865
-80% -$6.37M 0.93% 38
2015
Q3 		$7.26M Sell
162,590
-19,363
-11% -$955K 4.99% 4
2015
Q2 		$8.37M Buy
181,953
+156,953
+628% +$8.17M 5.6% 3
2015
Q1 		$1.25M Hold
25,000
– – 0.85% 33
2014
Q4 		$1.12M Buy
+25,000
New +$1.15M 0.82% 32

Other funds holding EWJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's EWJ Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors increased its iShares MSCI Japan ETF (EWJ) stake by 38% in Q2 2021, buying an estimated $460K and bringing the position to 24,571 shares worth $1.58M. The position accounts for 0.81% of the portfolio, ranked #25.

Vontobel Swiss Wealth Advisors first reported a position in EWJ in Q4 2014 and has held it in 24 quarters since. The position peaked at $9.55M in Q1 2018. 434 funds tracked by Wall St. Rank hold EWJ as of Q2 2021.

  • Vontobel Swiss Wealth Advisors held 24,571 shares of iShares MSCI Japan ETF worth $1.58M as of Q2 2021.
  • Vontobel Swiss Wealth Advisors bought 6,727 iShares MSCI Japan ETF shares in Q2 2021, an estimated $460K.
  • iShares MSCI Japan ETF made up 0.81% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #25 holding.
  • Vontobel Swiss Wealth Advisors first reported a position in iShares MSCI Japan ETF in Q4 2014 and has held it in 24 quarters since.
  • Vontobel Swiss Wealth Advisors's iShares MSCI Japan ETF position peaked at $9.55M in Q1 2018.
  • 434 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.