Kelleher Financial Advisors’s iShares MSCI Japan ETF EWJ Stock Holding History

Kelleher Financial Advisors’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	$15.1K	Buy	162 +81	+100%	+$7.35K	﹤0.01%	584
2026 Q1	$6.84K	Hold	81	–	–	﹤0.01%	576
2025 Q4	$6.54K	Hold	81	–	–	﹤0.01%	610
2025 Q3	$6.5K	Buy	+81	New	+$6.26K	﹤0.01%	542
2016 Q2	–	Sell	-4,309	Closed	-$196K	–	159
2016 Q1	$196K	Hold	4,309	–	–	0.11%	147
2015 Q4	$208K	Hold	4,309	–	–	0.14%	102
2015 Q3	$197K	Sell	4,309 -125	-3%	-$6.17K	0.13%	104
2015 Q2	$227K	Sell	4,434 -250	-5%	-$13K	0.13%	98
2015 Q1	$234K	Sell	4,684 -475	-9%	-$22.7K	0.13%	103
2014 Q4	$231K	Sell	5,159 -860	-14%	-$39.5K	0.12%	100
2014 Q3	$290K	Sell	6,019 -525	-8%	-$25.1K	0.16%	90
2014 Q2	$315K	Sell	6,544 -875	-12%	-$40K	0.16%	85
2014 Q1	$336K	Sell	7,419 -4,462	-38%	-$206K	0.18%	79
2013 Q4	$577K	Buy	+11,881	New	+$566K	0.3%	60

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

Kelleher Financial Advisors's EWJ Position: Q2 2026 in Review

Kelleher Financial Advisors increased its iShares MSCI Japan ETF (EWJ) stake by 100% in Q2 2026, buying an estimated $7.35K and bringing the position to 162 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Kelleher Financial Advisors first reported a position in EWJ in Q4 2013 and has held it in 14 quarters since. The position peaked at $577K in Q4 2013. 783 funds tracked by Wall St. Rank hold EWJ as of Q2 2026.

Kelleher Financial Advisors held 162 shares of iShares MSCI Japan ETF worth $15.1K as of Q2 2026.
Kelleher Financial Advisors bought 81 iShares MSCI Japan ETF shares in Q2 2026, an estimated $7.35K.
iShares MSCI Japan ETF made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #584 holding.
Kelleher Financial Advisors first reported a position in iShares MSCI Japan ETF in Q4 2013 and has held it in 14 quarters since.
Kelleher Financial Advisors's iShares MSCI Japan ETF position peaked at $577K in Q4 2013.
783 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.