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Whitaker-Myers Wealth Managers’s iShares MSCI Japan ETF EWJ Stock Holding History

Whitaker-Myers Wealth Managers’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
Q3 		– Sell
-14,725
Closed -$1M – 112
2024
Q2 		$1M Buy
14,725
+983
+7% +$67.1K 0.37% 39
2024
Q1 		$980K Buy
13,742
+5,248
+62% +$356K 0.41% 41
2023
Q4 		$545K Buy
8,494
+227
+3% +$13.9K 0.27% 53
2023
Q3 		$498K Buy
+8,267
New +$510K 0.31% 46

Other funds holding EWJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Whitaker-Myers Wealth Managers's EWJ Position: Q3 2024 in Review

Whitaker-Myers Wealth Managers sold out of iShares MSCI Japan ETF (EWJ) in Q3 2024, closing a stake of 14,725 shares — an estimated $1M sold.

Whitaker-Myers Wealth Managers first reported a position in EWJ in Q3 2023 and held it in 4 quarters. The position peaked at $1M in Q2 2024. 605 funds tracked by Wall St. Rank hold EWJ as of Q3 2024.

  • Whitaker-Myers Wealth Managers reported no remaining iShares MSCI Japan ETF position as of Q3 2024 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 14,725 iShares MSCI Japan ETF shares in Q3 2024, an estimated $1M.
  • Whitaker-Myers Wealth Managers first reported a position in iShares MSCI Japan ETF in Q3 2023 and held it in 4 quarters.
  • Whitaker-Myers Wealth Managers's iShares MSCI Japan ETF position peaked at $1M in Q2 2024.
  • 605 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2024.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2024, filed 18 Oct 2024.