Wunderlich Capital Managemnt’s iShares MSCI Japan ETF EWJ Stock Holding History

Wunderlich Capital Managemnt’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 Q2	$359K	Sell	5,259 -262	-5%	-$17.9K	0.16%	68
2024 Q1	$394K	Sell	5,521 -639	-10%	-$43.3K	0.18%	72
2023 Q4	$395K	Sell	6,160 -109	-2%	-$6.66K	0.18%	73
2023 Q3	$378K	Buy	6,269 +257	+4%	+$15.9K	0.19%	70
2023 Q2	$372K	Hold	6,012	–	–	0.18%	71
2023 Q1	$353K	Buy	6,012 +114	+2%	+$6.49K	0.18%	73
2022 Q4	$321K	Buy	+5,898	New	+$311K	0.18%	71
2016 Q2	–	Sell	-11,617	Closed	-$530K	–	91
2016 Q1	$530K	Buy	11,617 +237	+2%	+$10.7K	0.45%	72
2015 Q4	$552K	Sell	11,380 -7,161	-39%	-$351K	0.47%	77
2015 Q3	$848K	Buy	18,541 +1,783	+11%	+$88K	0.78%	69
2015 Q2	$858K	Sell	16,758 -1,080	-6%	-$56.2K	0.83%	60
2015 Q1	$890K	Buy	+17,838	New	+$853K	0.8%	62
2014 Q1	–	Sell	-9,896	Closed	-$480K	–	88
2013 Q4	$480K	Buy	+9,896	New	+$472K	0.46%	66

Other funds holding EWJ

JP Morgan Chase New York $1.56T AUM 27.86% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wunderlich Capital Managemnt's EWJ Position: Q2 2024 in Review

Wunderlich Capital Managemnt reduced its iShares MSCI Japan ETF (EWJ) stake by 4.7% in Q2 2024, selling an estimated $17.9K and leaving 5,259 shares worth $359K. The position accounts for 0.16% of the portfolio, ranked #68.

Wunderlich Capital Managemnt first reported a position in EWJ in Q4 2013 and has held it in 13 quarters since. The position peaked at $890K in Q1 2015. 611 funds tracked by Wall St. Rank hold EWJ as of Q2 2024.

Wunderlich Capital Managemnt held 5,259 shares of iShares MSCI Japan ETF worth $359K as of Q2 2024.
Wunderlich Capital Managemnt sold 262 iShares MSCI Japan ETF shares in Q2 2024, an estimated $17.9K.
iShares MSCI Japan ETF made up 0.16% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #68 holding.
Wunderlich Capital Managemnt first reported a position in iShares MSCI Japan ETF in Q4 2013 and has held it in 13 quarters since.
Wunderlich Capital Managemnt's iShares MSCI Japan ETF position peaked at $890K in Q1 2015.
611 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.