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YorkBridge Wealth Partners’s iShares MSCI Japan ETF EWJ Stock Holding History

YorkBridge Wealth Partners’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
2017
Q1 		– Sell
-434
Closed -$21K – 890
2016
Q4 		$21K Buy
+434
New +$21.7K 0.01% 466

Other funds holding EWJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

YorkBridge Wealth Partners's EWJ Position: Q1 2017 in Review

YorkBridge Wealth Partners sold out of iShares MSCI Japan ETF (EWJ) in Q1 2017, closing a stake of 434 shares — an estimated $21K sold.

YorkBridge Wealth Partners first reported a position in EWJ in Q4 2016 and held it in 1 quarter. The position peaked at $21K in Q4 2016. 349 funds tracked by Wall St. Rank hold EWJ as of Q1 2017.

  • YorkBridge Wealth Partners reported no remaining iShares MSCI Japan ETF position as of Q1 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 434 iShares MSCI Japan ETF shares in Q1 2017, an estimated $21K.
  • YorkBridge Wealth Partners first reported a position in iShares MSCI Japan ETF in Q4 2016 and held it in 1 quarter.
  • YorkBridge Wealth Partners's iShares MSCI Japan ETF position peaked at $21K in Q4 2016.
  • 349 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2017, filed 5 May 2017.