Evelyn Partners Asset Management’s iShares MSCI Japan ETF EWJ Stock Holding History

Evelyn Partners Asset 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	$343K	Buy	4,059 +309	+8%	+$26.7K	0.08%	85
2025 Q4	$303K	Hold	3,750	–	–	0.07%	90
2025 Q3	$301K	Buy	3,750 +1,000	+36%	+$77.3K	0.07%	86
2025 Q2	$206K	Hold	2,750	–	–	0.05%	95
2025 Q1	$189K	Hold	2,750	–	–	0.05%	97
2024 Q4	$185K	Buy	+2,750	New	+$190K	0.05%	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 22.96% 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

Evelyn Partners Asset Management's EWJ Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its iShares MSCI Japan ETF (EWJ) stake by 8.2% in Q1 2026, buying an estimated $26.7K and bringing the position to 4,059 shares worth $343K. The position accounts for 0.08% of the portfolio, ranked #85.

Evelyn Partners Asset Management first reported a position in EWJ in Q4 2024 and has held it in 6 quarters since. 744 funds tracked by Wall St. Rank hold EWJ as of Q1 2026.

Evelyn Partners Asset Management held 4,059 shares of iShares MSCI Japan ETF worth $343K as of Q1 2026.
Evelyn Partners Asset Management bought 309 iShares MSCI Japan ETF shares in Q1 2026, an estimated $26.7K.
iShares MSCI Japan ETF made up 0.08% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #85 holding.
Evelyn Partners Asset Management first reported a position in iShares MSCI Japan ETF in Q4 2024 and has held it in 6 quarters since.
744 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.