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WR Wealth Planners’s iShares MSCI Japan ETF EWJ Stock Holding History

WR Wealth Planners’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
Q4 		– Sell
-23
Closed -$1.65K – 1130
2024
Q3 		$1.65K Hold
23
– – ﹤0.01% 929
2024
Q2 		$1.57K Hold
23
– – ﹤0.01% 921
2024
Q1 		$1.64K Buy
+23
New +$1.56K ﹤0.01% 904

Other funds holding EWJ

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

WR Wealth Planners's EWJ Position: Q4 2024 in Review

WR Wealth Planners sold out of iShares MSCI Japan ETF (EWJ) in Q4 2024, closing a stake of 23 shares — an estimated $1.65K sold.

WR Wealth Planners first reported a position in EWJ in Q1 2024 and held it in 3 quarters. The position peaked at $1.65K in Q3 2024. 611 funds tracked by Wall St. Rank hold EWJ as of Q4 2024.

  • WR Wealth Planners reported no remaining iShares MSCI Japan ETF position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 23 iShares MSCI Japan ETF shares in Q4 2024, an estimated $1.65K.
  • WR Wealth Planners first reported a position in iShares MSCI Japan ETF in Q1 2024 and held it in 3 quarters.
  • WR Wealth Planners's iShares MSCI Japan ETF position peaked at $1.65K in Q3 2024.
  • 611 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.