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AE Wealth Management’s iShares MSCI Japan ETF EWJ Stock Holding History

AE 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
2026
Q1 		$148K Buy
1,754
+228
+15% +$19.7K ﹤0.01% 1678
2025
Q4 		$123K Buy
1,526
+149
+11% +$12.2K ﹤0.01% 1638
2025
Q3 		$110K Sell
1,377
-84
-6% -$6.5K ﹤0.01% 1541
2025
Q2 		$109K Buy
1,461
+207
+17% +$14.7K ﹤0.01% 1461
2025
Q1 		$86K Sell
1,254
-172
-12% -$11.8K ﹤0.01% 1477
2024
Q4 		$95.7K Buy
+1,426
New +$98.4K ﹤0.01% 1443
2024
Q1 		– Sell
-4,308
Closed -$282K – 1407
2023
Q4 		$282K Sell
4,308
-10,184
-70% -$623K ﹤0.01% 1738
2023
Q3 		$874K Sell
14,492
-6,312
-30% -$390K 0.01% 1153
2023
Q2 		$1.29M Buy
+20,804
New +$1.25M 0.01% 993
2021
Q3 		– Sell
-28,913
Closed -$1.95M – 1659
2021
Q2 		$1.95M Sell
28,913
-3,388
-10% -$232K 0.02% 647
2021
Q1 		$2.21M Buy
32,301
+5,688
+21% +$394K 0.02% 541
2020
Q4 		$1.8M Buy
+26,613
New +$1.67M 0.02% 530
2018
Q4 		– Sell
-4,273
Closed -$257K – 519
2018
Q3 		$257K Buy
4,273
+310
+8% +$18K 0.01% 490
2018
Q2 		$230K Buy
+3,963
New +$239K 0.02% 390

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

AE Wealth Management's EWJ Position: Q1 2026 in Review

AE Wealth Management increased its iShares MSCI Japan ETF (EWJ) stake by 15% in Q1 2026, buying an estimated $19.7K and bringing the position to 1,754 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #1678.

AE Wealth Management first reported a position in EWJ in Q2 2018 and has held it in 14 quarters since. The position peaked at $2.21M in Q1 2021. 738 funds tracked by Wall St. Rank hold EWJ as of Q1 2026.

  • AE Wealth Management held 1,754 shares of iShares MSCI Japan ETF worth $148K as of Q1 2026.
  • AE Wealth Management bought 228 iShares MSCI Japan ETF shares in Q1 2026, an estimated $19.7K.
  • iShares MSCI Japan ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1678 holding.
  • AE Wealth Management first reported a position in iShares MSCI Japan ETF in Q2 2018 and has held it in 14 quarters since.
  • AE Wealth Management's iShares MSCI Japan ETF position peaked at $2.21M in Q1 2021.
  • 738 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.