EFS
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Essex Financial Services’s iShares MSCI Japan ETF EWJ Stock Holding History

Essex Financial Services’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 		$340K Buy
3,646
+855
+31% +$77.6K 0.02% 611
2026
Q1 		$236K Buy
2,791
+236
+9% +$20.4K 0.01% 697
2025
Q4 		$206K Sell
2,555
-185
-7% -$15.2K 0.01% 750
2025
Q3 		$220K Buy
2,740
+49
+2% +$3.79K 0.01% 686
2025
Q2 		$202K Buy
+2,691
New +$191K 0.01% 661
2016
Q4 		– Sell
-4,739
Closed -$238K – 326
2016
Q3 		$238K Buy
+4,739
New +$231K 0.06% 266

Other funds holding EWJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Essex Financial Services's EWJ Position: Q2 2026 in Review

Essex Financial Services increased its iShares MSCI Japan ETF (EWJ) stake by 31% in Q2 2026, buying an estimated $77.6K and bringing the position to 3,646 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #611.

Essex Financial Services first reported a position in EWJ in Q3 2016 and has held it in 6 quarters since. 573 funds tracked by Wall St. Rank hold EWJ as of Q2 2026.

  • Essex Financial Services held 3,646 shares of iShares MSCI Japan ETF worth $340K as of Q2 2026.
  • Essex Financial Services bought 855 iShares MSCI Japan ETF shares in Q2 2026, an estimated $77.6K.
  • iShares MSCI Japan ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #611 holding.
  • Essex Financial Services first reported a position in iShares MSCI Japan ETF in Q3 2016 and has held it in 6 quarters since.
  • 573 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.