Evergreen Capital Management’s iShares MSCI Japan ETF EWJ Stock Holding History

Evergreen Capital 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 Q2	$5.65M	Sell	60,614 -589	-1%	-$53.5K	0.1%	194
2026 Q1	$5.17M	Buy	61,203 +2,405	+4%	+$208K	0.11%	192
2025 Q4	$4.75M	Buy	58,798 +4,033	+7%	+$331K	0.11%	192
2025 Q3	$4.39M	Buy	54,765 +1,009	+2%	+$78K	0.1%	186
2025 Q2	$4.03M	Sell	53,756 -7,335	-12%	-$522K	0.12%	179
2025 Q1	$4.19M	Sell	61,091 -38,016	-38%	-$2.61M	0.14%	167
2024 Q4	$6.65M	Sell	99,107 -4,626	-4%	-$319K	0.22%	129
2024 Q3	$7.42M	Buy	103,733 +224	+0.2%	+$15.6K	0.25%	113
2024 Q2	$7.06M	Sell	103,509 -1,143	-1%	-$78K	0.26%	112
2024 Q1	$7.47M	Sell	104,652 -676	-0.6%	-$45.8K	0.28%	101
2023 Q4	$6.76M	Sell	105,328 -782	-0.7%	-$47.8K	0.28%	106
2023 Q3	$6.4M	Sell	106,110 -984	-0.9%	-$60.7K	0.28%	109
2023 Q2	$6.63M	Buy	107,094 +1,732	+2%	+$104K	0.28%	110
2023 Q1	$6.18M	Buy	105,362 +13,160	+14%	+$749K	0.28%	109
2022 Q4	$5.02M	Buy	92,202 +540	+0.6%	+$28.4K	0.24%	125
2022 Q3	$4.48M	Buy	91,662 +5,965	+7%	+$319K	0.23%	122
2022 Q2	$4.53M	Sell	85,697 -15	-0%	-$847	0.24%	118
2022 Q1	$5.28M	Buy	85,712 +2,927	+4%	+$186K	0.21%	133
2021 Q4	$5.54M	Buy	82,785 +16,230	+24%	+$1.11M	0.22%	128
2021 Q3	$4.67M	Buy	66,555 +1,854	+3%	+$128K	0.21%	126
2021 Q2	$4.37M	Buy	64,701 +5,041	+8%	+$345K	0.21%	121
2021 Q1	$4.09M	Sell	59,660 -855	-1%	-$59.2K	0.21%	121
2020 Q4	$4.09M	Buy	60,515 +7,821	+15%	+$491K	0.24%	103
2020 Q3	$3.11M	Sell	52,694 -2,479	-4%	-$142K	0.22%	113
2020 Q2	$3.03M	Buy	55,173 +133	+0.2%	+$7.06K	0.23%	104
2020 Q1	$2.72M	Sell	55,040 -3,605	-6%	-$198K	0.25%	91
2019 Q4	$3.47M	Sell	58,645 -3,080	-5%	-$182K	0.29%	85
2019 Q3	$3.5M	Sell	61,725 -2,520	-4%	-$138K	0.33%	74
2019 Q2	$3.51M	Sell	64,245 -48,631	-43%	-$2.65M	0.33%	74
2019 Q1	$6.18M	Sell	112,876 -321	-0.3%	-$17.3K	0.62%	43
2018 Q4	$5.74M	Sell	113,197 -3,439	-3%	-$189K	0.6%	42
2018 Q3	$7.03M	Buy	116,636 +9,172	+9%	+$533K	0.62%	37
2018 Q2	$6.22M	Buy	107,464 +1,618	+2%	+$97.5K	0.58%	46
2018 Q1	$6.42M	Buy	105,846 +20,668	+24%	+$1.27M	0.62%	43
2017 Q4	$5.11M	Buy	85,178 +3,153	+4%	+$185K	0.52%	54
2017 Q3	$4.57M	Buy	82,025 +16,021	+24%	+$874K	0.53%	53
2017 Q2	$3.54M	Buy	66,004 +18,357	+39%	+$970K	0.57%	51
2017 Q1	$2.45M	Sell	47,647 -11,392	-19%	-$583K	0.51%	61
2016 Q4	$2.88M	Buy	59,039 +1,466	+3%	+$73.2K	0.56%	57
2016 Q3	$2.89M	Buy	57,573 +1,772	+3%	+$86.3K	0.57%	54
2016 Q2	$2.57M	Buy	55,801 +2,473	+5%	+$115K	0.56%	55
2016 Q1	$2.43M	Sell	53,328 -91	-0.2%	-$4.09K	0.56%	54
2015 Q4	$2.59M	Sell	53,419 -1,035	-2%	-$50.8K	0.62%	50
2015 Q3	$2.49M	Buy	+54,454	New	+$2.69M	0.65%	51

Other funds holding EWJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

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

Evergreen Capital Management's EWJ Position: Q2 2026 in Review

Evergreen Capital Management reduced its iShares MSCI Japan ETF (EWJ) stake by 0.96% in Q2 2026, selling an estimated $53.5K and leaving 60,614 shares worth $5.65M. The position accounts for 0.1% of the portfolio, ranked #194.

Evergreen Capital Management first reported a position in EWJ in Q3 2015 and has held it in 44 quarters since. The position peaked at $7.47M in Q1 2024. 783 funds tracked by Wall St. Rank hold EWJ as of Q2 2026.

Evergreen Capital Management held 60,614 shares of iShares MSCI Japan ETF worth $5.65M as of Q2 2026.
Evergreen Capital Management sold 589 iShares MSCI Japan ETF shares in Q2 2026, an estimated $53.5K.
iShares MSCI Japan ETF made up 0.1% of Evergreen Capital Management's portfolio in Q2 2026, its #194 holding.
Evergreen Capital Management first reported a position in iShares MSCI Japan ETF in Q3 2015 and has held it in 44 quarters since.
Evergreen Capital Management's iShares MSCI Japan ETF position peaked at $7.47M in Q1 2024.
783 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.