Willingdon Wealth Management’s iShares MSCI Japan ETF EWJ Stock Holding History

Willingdon Wealth Management’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
2019 Q2	–	Sell	-40	Closed	-$2K	–	324
2019 Q1	$2K	Buy	+40	New	+$2.15K	﹤0.01%	306
2018 Q2	–	Sell	-233	Closed	-$14K	–	332
2018 Q1	$14K	Buy	+233	New	+$14.3K	﹤0.01%	238

Other funds holding EWJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Willingdon Wealth Management's EWJ Position: Q2 2019 in Review

Willingdon Wealth Management sold out of iShares MSCI Japan ETF (EWJ) in Q2 2019, closing a stake of 40 shares — an estimated $2K sold.

Willingdon Wealth Management first reported a position in EWJ in Q1 2018 and held it in 2 quarters. The position peaked at $14K in Q1 2018. 404 funds tracked by Wall St. Rank hold EWJ as of Q2 2019.

Willingdon Wealth Management reported no remaining iShares MSCI Japan ETF position as of Q2 2019 after selling out during the quarter.
Willingdon Wealth Management sold 40 iShares MSCI Japan ETF shares in Q2 2019, an estimated $2K.
Willingdon Wealth Management first reported a position in iShares MSCI Japan ETF in Q1 2018 and held it in 2 quarters.
Willingdon Wealth Management's iShares MSCI Japan ETF position peaked at $14K in Q1 2018.
404 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2019.

Based on Willingdon Wealth Management's 13F filing for Q2 2019, filed 1 Aug 2019.