EWJ ISHARES INC

Ownership history in Compound Planning, Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in ISHARES INC (EWJ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q1)
Avg. % of fund
0.02%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,447 -3,278 -48.7% 0.01% $276K $77.32
2025 Q2 REDUCED 6,725 -509 -7.0% 0.02% $504K $72.27
2025 Q1 ADDED 7,234 +1,534 +26.9% 0.02% $496K $65.56
2024 Q4 INITIATED 5,700 0.02% $382K $64.16
% of Fund (quarterly)    EWJ price (monthly, adj. close)
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