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Forthright Family Wealth Advisory’s iShares MSCI Japan ETF EWJ Stock Holding History

Forthright Family Wealth Advisory’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
Q4 		– Sell
-2,794
Closed -$224K – 49
2025
Q3 		$224K Buy
+2,794
New +$216K 0.14% 52

Other funds holding EWJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Forthright Family Wealth Advisory's EWJ Position: Q4 2025 in Review

Forthright Family Wealth Advisory sold out of iShares MSCI Japan ETF (EWJ) in Q4 2025, closing a stake of 2,794 shares — an estimated $224K sold.

Forthright Family Wealth Advisory first reported a position in EWJ in Q3 2025 and held it in 1 quarter. The position peaked at $224K in Q3 2025. 720 funds tracked by Wall St. Rank hold EWJ as of Q4 2025.

  • Forthright Family Wealth Advisory reported no remaining iShares MSCI Japan ETF position as of Q4 2025 after selling out during the quarter.
  • Forthright Family Wealth Advisory sold 2,794 iShares MSCI Japan ETF shares in Q4 2025, an estimated $224K.
  • Forthright Family Wealth Advisory first reported a position in iShares MSCI Japan ETF in Q3 2025 and held it in 1 quarter.
  • Forthright Family Wealth Advisory's iShares MSCI Japan ETF position peaked at $224K in Q3 2025.
  • 720 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q4 2025.

Based on Forthright Family Wealth Advisory's 13F filing for Q4 2025, filed 23 Feb 2026.