IFWM
EWJ icon

Institute for Wealth Management’s iShares MSCI Japan ETF EWJ Stock Holding History

Institute for Wealth 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 		$1.66M Sell
17,745
-176
-1% -$16K 0.15% 138
2026
Q1 		$1.51M Buy
17,921
+79
+0.4% +$6.84K 0.16% 141
2025
Q4 		$1.44M Sell
17,842
-213
-1% -$17.5K 0.15% 142
2025
Q3 		$1.45M Buy
18,055
+6
+0% +$464 0.15% 142
2025
Q2 		$1.35M Sell
18,049
-391
-2% -$27.8K 0.15% 142
2025
Q1 		$1.26M Buy
18,440
+5
+0% +$344 0.16% 139
2024
Q4 		$1.24M Buy
18,435
+21
+0.1% +$1.45K 0.16% 138
2024
Q3 		$1.32M Hold
18,414
– – 0.17% 137
2024
Q2 		$1.26M Sell
18,414
-730
-4% -$49.8K 0.17% 131
2024
Q1 		$1.37M Sell
19,144
-36
-0.2% -$2.44K 0.18% 123
2023
Q4 		$1.23M Sell
19,180
-132
-0.7% -$8.07K 0.2% 129
2023
Q3 		$1.16M Sell
19,312
-14
-0.1% -$864 0.21% 121
2023
Q2 		$1.2M Buy
19,326
+335
+2% +$20.2K 0.2% 123
2023
Q1 		$1.11M Sell
18,991
-196
-1% -$11.2K 0.21% 124
2022
Q4 		$1.04M Buy
19,187
+16
+0.1% +$842 0.22% 128
2022
Q3 		$936K Buy
19,171
+679
+4% +$36.4K 0.21% 126
2022
Q2 		$977K Buy
18,492
+79
+0.4% +$4.46K 0.19% 136
2022
Q1 		$1.13M Sell
18,413
-20
-0.1% -$1.27K 0.18% 137
2021
Q4 		$1.23M Sell
18,433
-72
-0.4% -$4.92K 0.2% 130
2021
Q3 		$1.3M Buy
18,505
+220
+1% +$15.2K 0.23% 111
2021
Q2 		$1.24M Sell
18,285
-374
-2% -$25.6K 0.22% 112
2021
Q1 		$1.28M Buy
18,659
+1,992
+12% +$138K 0.24% 108
2020
Q4 		$1.13M Buy
16,667
+1,864
+13% +$117K 0.22% 109
2020
Q3 		$874K Buy
14,803
+163
+1% +$9.34K 0.2% 130
2020
Q2 		$804K Sell
14,640
-535
-4% -$28.4K 0.2% 137
2020
Q1 		$749K Sell
15,175
-630
-4% -$34.7K 0.23% 118
2019
Q4 		$936K Sell
15,805
-3
-0% -$177 0.21% 131
2019
Q3 		$897K Sell
15,808
-46
-0.3% -$2.52K 0.23% 134
2019
Q2 		$865K Sell
15,854
-259
-2% -$14.1K 0.19% 155
2019
Q1 		$882K Sell
16,113
-619
-4% -$33.3K 0.19% 145
2018
Q4 		$848K Buy
16,732
+470
+3% +$25.8K 0.35% 87
2018
Q3 		$985K Sell
16,262
-63
-0.4% -$3.66K 0.33% 102
2018
Q2 		$944K Buy
16,325
+3
+0% +$181 0.3% 116
2018
Q1 		$989K Buy
+16,322
New +$1M 0.29% 129
2017
Q4 		– Sell
-15,720
Closed -$877K – 404
2017
Q3 		$877K Buy
+15,720
New +$857K 0.29% 122
2014
Q4 		– Sell
-70
Closed -$3K – 32
2014
Q3 		$3K Hold
70
– – ﹤0.01% 61
2014
Q2 		$3K Sell
70
-2,178
-97% -$99.5K ﹤0.01% 61
2014
Q1 		$102K Sell
2,248
-437
-16% -$20.2K 0.09% 51
2013
Q4 		$130K Sell
2,685
-3,738
-58% -$178K 0.09% 47
2013
Q3 		$306K Buy
6,423
+4,514
+236% +$209K 0.21% 35
2013
Q2 		$86K Buy
+1,909
New +$86.4K 0.07% 43

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

Institute for Wealth Management's EWJ Position: Q2 2026 in Review

Institute for Wealth Management reduced its iShares MSCI Japan ETF (EWJ) stake by 0.98% in Q2 2026, selling an estimated $16K and leaving 17,745 shares worth $1.66M. The position accounts for 0.15% of the portfolio, ranked #138.

Institute for Wealth Management first reported a position in EWJ in Q2 2013 and has held it in 41 quarters since. 784 funds tracked by Wall St. Rank hold EWJ as of Q2 2026.

  • Institute for Wealth Management held 17,745 shares of iShares MSCI Japan ETF worth $1.66M as of Q2 2026.
  • Institute for Wealth Management sold 176 iShares MSCI Japan ETF shares in Q2 2026, an estimated $16K.
  • iShares MSCI Japan ETF made up 0.15% of Institute for Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Institute for Wealth Management first reported a position in iShares MSCI Japan ETF in Q2 2013 and has held it in 41 quarters since.
  • 784 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.