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Bartlett & Co Wealth Management’s iShares MSCI Japan ETF EWJ Stock Holding History

Bartlett & Co 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
2025
Q3 		– Sell
-279
Closed -$20.9K – 1230
2025
Q2 		$20.9K Buy
+279
New +$19.9K ﹤0.01% 807
2025
Q1 		– Sell
-161
Closed -$10.8K – 1242
2024
Q4 		$10.8K Buy
161
+63
+64% +$4.35K ﹤0.01% 905
2024
Q3 		$7.01K Buy
98
+36
+58% +$2.5K ﹤0.01% 945
2024
Q2 		$4.23K Hold
62
– – ﹤0.01% 1000
2024
Q1 		$4.42K Hold
62
– – ﹤0.01% 980
2023
Q4 		$3.97K Hold
62
– – ﹤0.01% 1104
2023
Q3 		$3.74K Buy
+62
New +$3.83K ﹤0.01% 1025
2022
Q3 		– Sell
-125
Closed -$6.6K – 1211
2022
Q2 		$6.6K Hold
125
– – ﹤0.01% 963
2022
Q1 		$7.7K Buy
+125
New +$7.94K ﹤0.01% 867
2021
Q4 		– Sell
-125
Closed -$8.78K – 547
2021
Q3 		$8.78K Hold
125
– – ﹤0.01% 717
2021
Q2 		$8.44K Hold
125
– – ﹤0.01% 709
2021
Q1 		$8.56K Hold
125
– – ﹤0.01% 749
2020
Q4 		$8.45K Hold
125
– – ﹤0.01% 750
2020
Q3 		$7.38K Hold
125
– – ﹤0.01% 704
2020
Q2 		$6.87K Sell
125
-1,412
-92% -$74.9K ﹤0.01% 708
2020
Q1 		$75.9K Hold
1,537
– – ﹤0.01% 399
2019
Q4 		$91.1K Hold
1,537
– – ﹤0.01% 417
2019
Q3 		$87.2K Buy
1,537
+1,000
+186% +$54.8K ﹤0.01% 408
2019
Q2 		$29.3K Hold
537
– – ﹤0.01% 494
2019
Q1 		$29.4K Hold
537
– – ﹤0.01% 486
2018
Q4 		$27.2K Hold
537
– – ﹤0.01% 490
2018
Q3 		$32.3K Hold
537
– – ﹤0.01% 489
2018
Q2 		$31.1K Hold
537
– – ﹤0.01% 481
2018
Q1 		$32.6K Buy
+537
New +$33K ﹤0.01% 475

Other funds holding EWJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bartlett & Co Wealth Management's EWJ Position: Q3 2025 in Review

Bartlett & Co Wealth Management sold out of iShares MSCI Japan ETF (EWJ) in Q3 2025, closing a stake of 279 shares — an estimated $20.9K sold.

Bartlett & Co Wealth Management first reported a position in EWJ in Q1 2018 and held it in 24 quarters. The position peaked at $91.1K in Q4 2019. 639 funds tracked by Wall St. Rank hold EWJ as of Q3 2025.

  • Bartlett & Co Wealth Management reported no remaining iShares MSCI Japan ETF position as of Q3 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 279 iShares MSCI Japan ETF shares in Q3 2025, an estimated $20.9K.
  • Bartlett & Co Wealth Management first reported a position in iShares MSCI Japan ETF in Q1 2018 and held it in 24 quarters.
  • Bartlett & Co Wealth Management's iShares MSCI Japan ETF position peaked at $91.1K in Q4 2019.
  • 639 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.