Beaumont Financial Advisors’s iShares MSCI Japan ETF EWJ Stock Holding History

Beaumont Financial Advisors’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	–	Sell	-4,793	Closed	-$387K	–	379
2025 Q4	$387K	Sell	4,793 -1,611	-25%	-$132K	0.03%	265
2025 Q3	$514K	Sell	6,404 -1,500	-19%	-$116K	0.03%	237
2025 Q2	$593K	Buy	+7,904	New	+$562K	0.04%	204
2014 Q4	–	Sell	-91,765	Closed	-$4.32M	–	151
2014 Q3	$4.32M	Buy	91,765 +66,047	+257%	+$3.16M	0.28%	81
2014 Q2	$1.24M	Buy	+25,718	New	+$1.18M	0.09%	100

Other funds holding EWJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Beaumont Financial Advisors's EWJ Position: Q1 2026 in Review

Beaumont Financial Advisors sold out of iShares MSCI Japan ETF (EWJ) in Q1 2026, closing a stake of 4,793 shares — an estimated $387K sold.

Beaumont Financial Advisors first reported a position in EWJ in Q2 2014 and held it in 5 quarters. The position peaked at $4.32M in Q3 2014. 747 funds tracked by Wall St. Rank hold EWJ as of Q1 2026.

Beaumont Financial Advisors reported no remaining iShares MSCI Japan ETF position as of Q1 2026 after selling out during the quarter.
Beaumont Financial Advisors sold 4,793 iShares MSCI Japan ETF shares in Q1 2026, an estimated $387K.
Beaumont Financial Advisors first reported a position in iShares MSCI Japan ETF in Q2 2014 and held it in 5 quarters.
Beaumont Financial Advisors's iShares MSCI Japan ETF position peaked at $4.32M in Q3 2014.
747 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.