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Wealthspire Advisors (Maryland)’s iShares MSCI Japan ETF EWJ Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		– Sell
-7,115
Closed -$391K – 511
2020
Q2 		$391K Sell
7,115
-190
-3% -$10.1K 0.03% 298
2020
Q1 		$361K Sell
7,305
-1,417
-16% -$78K 0.03% 277
2019
Q4 		$517K Buy
8,722
+1,660
+24% +$97.8K 0.03% 276
2019
Q3 		$400K Sell
7,062
-1,315
-16% -$72.1K 0.03% 293
2019
Q2 		$457K Sell
8,377
-6,434
-43% -$350K 0.03% 266
2019
Q1 		$811K Sell
14,811
-50
-0.3% -$2.69K 0.06% 162
2018
Q4 		$753K Buy
14,861
+8,335
+128% +$457K 0.07% 156
2018
Q3 		$393K Sell
6,526
-338
-5% -$19.6K 0.03% 289
2018
Q2 		$397K Sell
6,864
-500
-7% -$30.1K 0.04% 285
2018
Q1 		$447K Buy
7,364
+3,599
+96% +$221K 0.04% 268
2017
Q4 		$226K Buy
3,765
+1,478
+65% +$86.8K 0.02% 440
2017
Q3 		$128K Sell
2,287
-638
-22% -$34.8K 0.01% 615
2017
Q2 		$157K Buy
2,925
+2,050
+234% +$108K 0.02% 538
2017
Q1 		$45K Sell
875
-250
-22% -$12.8K 0.01% 829
2016
Q4 		$55K Hold
1,125
– – 0.01% 743
2016
Q3 		$56K Hold
1,125
– – 0.01% 740
2016
Q2 		$52K Sell
1,125
-122
-10% -$5.67K 0.01% 724
2016
Q1 		$57K Hold
1,247
– – 0.01% 669
2015
Q4 		$60K Buy
+1,247
New +$61.2K 0.01% 667

Other funds holding EWJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EWJ Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of iShares MSCI Japan ETF (EWJ) in Q3 2020, closing a stake of 7,115 shares — an estimated $391K sold.

Wealthspire Advisors (Maryland) first reported a position in EWJ in Q4 2015 and held it in 19 quarters. The position peaked at $811K in Q1 2019. 355 funds tracked by Wall St. Rank hold EWJ as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining iShares MSCI Japan ETF position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 7,115 iShares MSCI Japan ETF shares in Q3 2020, an estimated $391K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares MSCI Japan ETF in Q4 2015 and held it in 19 quarters.
  • Wealthspire Advisors (Maryland)'s iShares MSCI Japan ETF position peaked at $811K in Q1 2019.
  • 355 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.