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

Congress 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 Q2	$29.3M	Buy	390,466 +5,986	+2%	+$426K	0.28%	85
2025 Q1	$26.4M	Buy	384,480 +1,661	+0.4%	+$114K	0.32%	77
2024 Q4	$25.7M	Sell	382,819 -1,966	-0.5%	-$136K	0.35%	70
2024 Q3	$27.5M	Sell	384,785 -3,008	-0.8%	-$209K	0.37%	65
2024 Q2	$26.5M	Sell	387,793 -284,651	-42%	-$19.4M	0.42%	51
2024 Q1	$48M	Sell	672,444 -5,860	-0.9%	-$397K	0.83%	23
2023 Q4	$43.5M	Sell	678,304 -11,577	-2%	-$708K	0.8%	24
2023 Q3	$41.6M	Sell	689,881 -7,081	-1%	-$437K	0.86%	21
2023 Q2	$43.1M	Buy	696,962 +20,558	+3%	+$1.24M	1%	19
2023 Q1	$39.7M	Buy	676,404 +38,099	+6%	+$2.17M	0.96%	21
2022 Q4	$34.7M	Sell	638,305 -10,293	-2%	-$542K	0.89%	20
2022 Q3	$31.7M	Buy	648,598 +18,151	+3%	+$972K	0.85%	20
2022 Q2	$33.3M	Sell	630,447 -55,648	-8%	-$3.14M	0.85%	20
2022 Q1	$42.3M	Sell	686,095 -19,699	-3%	-$1.25M	0.92%	23
2021 Q4	$47.3M	Buy	+705,794	New	+$48.2M	0.94%	22

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

FCAS

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

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

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

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

Congress Wealth Management's EWJ Position: Q2 2025 in Review

Congress Wealth Management increased its iShares MSCI Japan ETF (EWJ) stake by 1.6% in Q2 2025, buying an estimated $426K and bringing the position to 390,466 shares worth $29.3M. The position accounts for 0.28% of the portfolio, ranked #85.

Congress Wealth Management first reported a position in EWJ in Q4 2021 and has held it in 15 quarters since. The position peaked at $48M in Q1 2024. 618 funds tracked by Wall St. Rank hold EWJ as of Q2 2025.

Congress Wealth Management held 390,466 shares of iShares MSCI Japan ETF worth $29.3M as of Q2 2025.
Congress Wealth Management bought 5,986 iShares MSCI Japan ETF shares in Q2 2025, an estimated $426K.
iShares MSCI Japan ETF made up 0.28% of Congress Wealth Management's portfolio in Q2 2025, its #85 holding.
Congress Wealth Management first reported a position in iShares MSCI Japan ETF in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's iShares MSCI Japan ETF position peaked at $48M in Q1 2024.
618 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.