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

WealthSource 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
2023 Q4	$506K	Sell	7,884 -50	-0.6%	-$3.06K	0.03%	318
2023 Q3	$478K	Sell	7,934 -396	-5%	-$24.4K	0.03%	321
2023 Q2	$516K	Buy	8,330 +800	+11%	+$48.2K	0.03%	312
2023 Q1	$442K	Sell	7,530 -333	-4%	-$19K	0.03%	332
2022 Q4	$428K	Buy	+7,863	New	+$414K	0.03%	331
2022 Q1	–	Sell	-10,418	Closed	-$698K	–	587
2021 Q4	$698K	Buy	+10,418	New	+$712K	0.06%	254
2019 Q4	–	Sell	-4,392	Closed	-$249K	–	425
2019 Q3	$249K	Sell	4,392 -250	-5%	-$13.7K	0.04%	358
2019 Q2	$253K	Sell	4,642 -1,790	-28%	-$97.4K	0.04%	369
2019 Q1	$352K	Sell	6,432 -16,771	-72%	-$903K	0.08%	228
2018 Q4	$1.18M	Sell	23,203 -3,902	-14%	-$214K	0.34%	71
2018 Q3	$1.63M	Buy	27,105 +5,617	+26%	+$327K	0.43%	60
2018 Q2	$1.24M	Sell	21,488 -6,112	-22%	-$368K	0.35%	69
2018 Q1	$1.68M	Buy	+27,600	New	+$1.69M	0.51%	50

Other funds holding EWJ

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

WealthSource Partners's EWJ Position: Q4 2023 in Review

WealthSource Partners reduced its iShares MSCI Japan ETF (EWJ) stake by 0.63% in Q4 2023, selling an estimated $3.06K and leaving 7,884 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #318.

WealthSource Partners first reported a position in EWJ in Q1 2018 and has held it in 13 quarters since. The position peaked at $1.68M in Q1 2018. 567 funds tracked by Wall St. Rank hold EWJ as of Q4 2023.

WealthSource Partners held 7,884 shares of iShares MSCI Japan ETF worth $506K as of Q4 2023.
WealthSource Partners sold 50 iShares MSCI Japan ETF shares in Q4 2023, an estimated $3.06K.
iShares MSCI Japan ETF made up 0.03% of WealthSource Partners's portfolio in Q4 2023, its #318 holding.
WealthSource Partners first reported a position in iShares MSCI Japan ETF in Q1 2018 and has held it in 13 quarters since.
WealthSource Partners's iShares MSCI Japan ETF position peaked at $1.68M in Q1 2018.
567 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.