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

Evelyn Partners Investment 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 		$127K Buy
1,500
+400
+36% +$34.6K ﹤0.01% 224
2025
Q4 		$88.8K Hold
1,100
– – ﹤0.01% 251
2025
Q3 		$88.2K Hold
1,100
– – ﹤0.01% 248
2025
Q2 		$82.5K Buy
1,100
+391
+55% +$27.8K ﹤0.01% 250
2025
Q1 		$48.6K Buy
+709
New +$48.8K ﹤0.01% 279

Other funds holding EWJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Evelyn Partners Investment Management increased its iShares MSCI Japan ETF (EWJ) stake by 36% in Q1 2026, buying an estimated $34.6K and bringing the position to 1,500 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

Evelyn Partners Investment Management first reported a position in EWJ in Q1 2025 and has held it in 5 quarters since. 740 funds tracked by Wall St. Rank hold EWJ as of Q1 2026.

  • Evelyn Partners Investment Management held 1,500 shares of iShares MSCI Japan ETF worth $127K as of Q1 2026.
  • Evelyn Partners Investment Management bought 400 iShares MSCI Japan ETF shares in Q1 2026, an estimated $34.6K.
  • iShares MSCI Japan ETF made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #224 holding.
  • Evelyn Partners Investment Management first reported a position in iShares MSCI Japan ETF in Q1 2025 and has held it in 5 quarters since.
  • 740 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2026.

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