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West Financial Advisors’s iShares MSCI Japan ETF EWJ Stock Holding History

West Financial 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
2022
Q3 		– Sell
-264
Closed -$14K – 184
2022
Q2 		$14K Hold
264
– – ﹤0.01% 124
2022
Q1 		$16K Hold
264
– – ﹤0.01% 129
2021
Q4 		$18K Buy
+264
New +$18K ﹤0.01% 139

Other funds holding EWJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

West Financial Advisors's EWJ Position: Q3 2022 in Review

West Financial Advisors sold out of iShares MSCI Japan ETF (EWJ) in Q3 2022, closing a stake of 264 shares — an estimated $14K sold.

West Financial Advisors first reported a position in EWJ in Q4 2021 and held it in 3 quarters. The position peaked at $18K in Q4 2021. 373 funds tracked by Wall St. Rank hold EWJ as of Q3 2022.

  • West Financial Advisors reported no remaining iShares MSCI Japan ETF position as of Q3 2022 after selling out during the quarter.
  • West Financial Advisors sold 264 iShares MSCI Japan ETF shares in Q3 2022, an estimated $14K.
  • West Financial Advisors first reported a position in iShares MSCI Japan ETF in Q4 2021 and held it in 3 quarters.
  • West Financial Advisors's iShares MSCI Japan ETF position peaked at $18K in Q4 2021.
  • 373 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2022.

Based on West Financial Advisors's 13F filing for Q3 2022, filed 11 Oct 2022.