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

Circle 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 Q2	$2.18M	Buy	23,342 +2,086	+10%	+$189K	0.03%	96
2026 Q1	$1.79M	Hold	21,256	–	–	0.03%	97
2025 Q4	$1.72M	Buy	21,256 +2,417	+13%	+$199K	0.03%	97
2025 Q3	$1.51M	Sell	18,839 -7,211	-28%	-$558K	0.03%	99
2025 Q2	$1.95M	Sell	26,050 -3,209	-11%	-$228K	0.04%	80
2025 Q1	$2.01M	Sell	29,259 -4,118	-12%	-$283K	0.05%	72
2024 Q4	$2.24M	Sell	33,377 -13,503	-29%	-$931K	0.05%	67
2024 Q3	$3.35M	Hold	46,880	–	–	0.07%	59
2024 Q2	$3.2M	Hold	46,880	–	–	0.07%	53
2024 Q1	$3.34M	Buy	46,880 +13,541	+41%	+$918K	0.08%	55
2023 Q4	$2.14M	Sell	33,339 -12,622	-27%	-$772K	0.05%	65
2023 Q3	$2.77M	Buy	+45,961	New	+$2.84M	0.07%	58

Other funds holding EWJ

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Circle Wealth Management's EWJ Position: Q2 2026 in Review

Circle Wealth Management increased its iShares MSCI Japan ETF (EWJ) stake by 9.8% in Q2 2026, buying an estimated $189K and bringing the position to 23,342 shares worth $2.18M. The position accounts for 0.03% of the portfolio, ranked #96.

Circle Wealth Management first reported a position in EWJ in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.35M in Q3 2024. 785 funds tracked by Wall St. Rank hold EWJ as of Q2 2026.

Circle Wealth Management held 23,342 shares of iShares MSCI Japan ETF worth $2.18M as of Q2 2026.
Circle Wealth Management bought 2,086 iShares MSCI Japan ETF shares in Q2 2026, an estimated $189K.
iShares MSCI Japan ETF made up 0.03% of Circle Wealth Management's portfolio in Q2 2026, its #96 holding.
Circle Wealth Management first reported a position in iShares MSCI Japan ETF in Q3 2023 and has held it in 12 quarters since.
Circle Wealth Management's iShares MSCI Japan ETF position peaked at $3.35M in Q3 2024.
785 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.