GeoWealth Management’s iShares MSCI Japan ETF EWJ Stock Holding History

GeoWealth 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	$714K	Buy	8,455 +2,277	+37%	+$197K	0.03%	382
2025 Q4	$499K	Buy	+6,178	New	+$508K	0.02%	438
2025 Q3	–	Sell	-131	Closed	-$9.82K	–	905
2025 Q2	$9.82K	Buy	+131	New	+$9.32K	﹤0.01%	1115
2025 Q1	–	Sell	-2,099	Closed	-$141K	–	1286
2024 Q4	$141K	Buy	2,099 +871	+71%	+$60.1K	﹤0.01%	877
2024 Q3	$87.9K	Sell	1,228 -723	-37%	-$50.3K	﹤0.01%	918
2024 Q2	$133K	Buy	1,951 +126	+7%	+$8.6K	0.01%	754
2024 Q1	$130K	Buy	1,825 +1,406	+336%	+$95.3K	0.01%	752
2023 Q4	$27K	Buy	+419	New	+$25.6K	﹤0.01%	642

Other funds holding EWJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

GeoWealth Management's EWJ Position: Q1 2026 in Review

GeoWealth Management increased its iShares MSCI Japan ETF (EWJ) stake by 37% in Q1 2026, buying an estimated $197K and bringing the position to 8,455 shares worth $714K. The position accounts for 0.03% of the portfolio, ranked #382.

GeoWealth Management first reported a position in EWJ in Q4 2023 and has held it in 8 quarters since. 738 funds tracked by Wall St. Rank hold EWJ as of Q1 2026.

GeoWealth Management held 8,455 shares of iShares MSCI Japan ETF worth $714K as of Q1 2026.
GeoWealth Management bought 2,277 iShares MSCI Japan ETF shares in Q1 2026, an estimated $197K.
iShares MSCI Japan ETF made up 0.03% of GeoWealth Management's portfolio in Q1 2026, its #382 holding.
GeoWealth Management first reported a position in iShares MSCI Japan ETF in Q4 2023 and has held it in 8 quarters since.
738 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.