WAP
EWJ icon

Wealthcare Advisory Partners’s iShares MSCI Japan ETF EWJ Stock Holding History

Wealthcare Advisory Partners’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
Q2 		– Sell
-5,809
Closed -$414K – 835
2024
Q1 		$414K Buy
+5,809
New +$394K 0.01% 574
2021
Q2 		– Sell
-1,123
Closed -$77K – 943
2021
Q1 		$77K Buy
+1,123
New +$77.8K 0.01% 746
2020
Q2 		– Sell
-603
Closed -$30K – 641
2020
Q1 		$30K Sell
603
-446
-43% -$24.5K ﹤0.01% 622
2019
Q4 		$62K Buy
1,049
+85
+9% +$5.01K 0.01% 500
2019
Q3 		$55K Sell
964
-180
-16% -$9.86K 0.01% 507
2019
Q2 		$62K Buy
1,144
+599
+110% +$32.6K 0.01% 462
2019
Q1 		$30K Sell
545
-30
-5% -$1.61K 0.01% 567
2018
Q4 		$29K Sell
575
-47
-8% -$2.58K 0.01% 547
2018
Q3 		$37K Buy
622
+50
+9% +$2.91K 0.01% 540
2018
Q2 		$33K Buy
572
+125
+28% +$7.53K 0.01% 549
2018
Q1 		$27K Buy
447
+430
+2,529% +$26.4K 0.01% 528
2017
Q4 		$1K Hold
17
– – ﹤0.01% 985
2017
Q3 		$1K Buy
+17
New +$927 ﹤0.01% 812

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthcare Advisory Partners's EWJ Position: Q2 2024 in Review

Wealthcare Advisory Partners sold out of iShares MSCI Japan ETF (EWJ) in Q2 2024, closing a stake of 5,809 shares — an estimated $414K sold.

Wealthcare Advisory Partners first reported a position in EWJ in Q3 2017 and held it in 13 quarters. The position peaked at $414K in Q1 2024. 611 funds tracked by Wall St. Rank hold EWJ as of Q2 2024.

  • Wealthcare Advisory Partners reported no remaining iShares MSCI Japan ETF position as of Q2 2024 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 5,809 iShares MSCI Japan ETF shares in Q2 2024, an estimated $414K.
  • Wealthcare Advisory Partners first reported a position in iShares MSCI Japan ETF in Q3 2017 and held it in 13 quarters.
  • Wealthcare Advisory Partners's iShares MSCI Japan ETF position peaked at $414K in Q1 2024.
  • 611 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2024, filed 12 Aug 2024.