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 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Circle Wealth Management held its iShares MSCI Japan ETF (EWJ) position steady in Q1 2026 at 21,256 shares worth $1.79M. The position accounts for 0.03% of the portfolio, ranked #97.

Circle Wealth Management first reported a position in EWJ in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.35M in Q3 2024. 738 funds tracked by Wall St. Rank hold EWJ as of Q1 2026.

Circle Wealth Management held 21,256 shares of iShares MSCI Japan ETF worth $1.79M as of Q1 2026.
Circle Wealth Management left its iShares MSCI Japan ETF share count unchanged in Q1 2026.
iShares MSCI Japan ETF made up 0.03% of Circle Wealth Management's portfolio in Q1 2026, its #97 holding.
Circle Wealth Management first reported a position in iShares MSCI Japan ETF in Q3 2023 and has held it in 11 quarters since.
Circle Wealth Management's iShares MSCI Japan ETF position peaked at $3.35M in Q3 2024.
738 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.