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WealthPLAN Partners’s iShares MSCI Japan ETF EWJ Stock Holding History

WealthPLAN 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
2016
Q3 		$27.1K Sell
545
-608
-53% -$29.6K 0.01% 429
2016
Q2 		$22.9K Buy
+1,153
New +$53.6K ﹤0.01% 1334
2015
Q4 		$8.76K Buy
+181
New +$8.88K ﹤0.01% 1189

Other funds holding EWJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthPLAN Partners's EWJ Position: Q3 2016 in Review

WealthPLAN Partners reduced its iShares MSCI Japan ETF (EWJ) stake by 53% in Q3 2016, selling an estimated $29.6K and leaving 545 shares worth $27.1K. The position accounts for 0.01% of the portfolio, ranked #429.

WealthPLAN Partners first reported a position in EWJ in Q4 2015 and has held it in 3 quarters since. 334 funds tracked by Wall St. Rank hold EWJ as of Q3 2016.

  • WealthPLAN Partners held 545 shares of iShares MSCI Japan ETF worth $27.1K as of Q3 2016.
  • WealthPLAN Partners sold 608 iShares MSCI Japan ETF shares in Q3 2016, an estimated $29.6K.
  • iShares MSCI Japan ETF made up 0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #429 holding.
  • WealthPLAN Partners first reported a position in iShares MSCI Japan ETF in Q4 2015 and has held it in 3 quarters since.
  • 334 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.