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 $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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.