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 Q2	$696K	Sell	7,458 -997	-12%	-$90.5K	0.02%	418
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

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

GeoWealth Management's EWJ Position: Q2 2026 in Review

GeoWealth Management reduced its iShares MSCI Japan ETF (EWJ) stake by 12% in Q2 2026, selling an estimated $90.5K and leaving 7,458 shares worth $696K. The position accounts for 0.02% of the portfolio, ranked #418.

GeoWealth Management first reported a position in EWJ in Q4 2023 and has held it in 9 quarters since. The position peaked at $714K in Q1 2026. 787 funds tracked by Wall St. Rank hold EWJ as of Q2 2026.

GeoWealth Management held 7,458 shares of iShares MSCI Japan ETF worth $696K as of Q2 2026.
GeoWealth Management sold 997 iShares MSCI Japan ETF shares in Q2 2026, an estimated $90.5K.
iShares MSCI Japan ETF made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #418 holding.
GeoWealth Management first reported a position in iShares MSCI Japan ETF in Q4 2023 and has held it in 9 quarters since.
GeoWealth Management's iShares MSCI Japan ETF position peaked at $714K in Q1 2026.
787 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.