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Independence Wealth Advisors (Ohio)’s iShares MSCI Japan ETF EWJ Stock Holding History

Independence Wealth Advisors (Ohio)’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 		$1.25M Buy
13,446
+1,055
+9% +$95.8K 0.63% 29
2026
Q1 		$1.05M Sell
12,391
-7,665
-38% -$663K 0.56% 31
2025
Q4 		$1.62M Buy
+20,056
New +$1.65M 0.91% 25

Other funds holding EWJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Independence Wealth Advisors (Ohio)'s EWJ Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) increased its iShares MSCI Japan ETF (EWJ) stake by 8.5% in Q2 2026, buying an estimated $95.8K and bringing the position to 13,446 shares worth $1.25M. The position accounts for 0.63% of the portfolio, ranked #29.

Independence Wealth Advisors (Ohio) first reported a position in EWJ in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.62M in Q4 2025. 784 funds tracked by Wall St. Rank hold EWJ as of Q2 2026.

  • Independence Wealth Advisors (Ohio) held 13,446 shares of iShares MSCI Japan ETF worth $1.25M as of Q2 2026.
  • Independence Wealth Advisors (Ohio) bought 1,055 iShares MSCI Japan ETF shares in Q2 2026, an estimated $95.8K.
  • iShares MSCI Japan ETF made up 0.63% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #29 holding.
  • Independence Wealth Advisors (Ohio) first reported a position in iShares MSCI Japan ETF in Q4 2025 and has held it in 3 quarters since.
  • Independence Wealth Advisors (Ohio)'s iShares MSCI Japan ETF position peaked at $1.62M in Q4 2025.
  • 784 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.