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Laurel Wealth Planning’s iShares MSCI Japan ETF EWJ Stock Holding History

Laurel Wealth Planning’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 		$5.31M Sell
62,889
-3,575
-5% -$309K 2.8% 16
2025
Q4 		$5.37M Sell
66,464
-200
-0.3% -$16.4K 2.97% 14
2025
Q3 		$5.35M Sell
66,664
-1,220
-2% -$94.4K 2.83% 14
2025
Q2 		$5.09M Sell
67,884
-285
-0.4% -$20.3K 2.89% 15
2025
Q1 		$4.67M Buy
68,169
+1,913
+3% +$132K 3.11% 14
2024
Q4 		$4.45M Buy
66,256
+2,904
+5% +$200K 2.87% 13
2024
Q3 		$4.53M Buy
63,352
+4,344
+7% +$302K 2.96% 13
2024
Q2 		$4.03M Sell
59,008
-1,845
-3% -$126K 2.8% 15
2024
Q1 		$4.34M Buy
60,853
+1,799
+3% +$122K 2.88% 13
2023
Q4 		$3.79M Buy
+59,054
New +$3.61M 2.68% 13

Other funds holding EWJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Laurel Wealth Planning's EWJ Position: Q1 2026 in Review

Laurel Wealth Planning reduced its iShares MSCI Japan ETF (EWJ) stake by 5.4% in Q1 2026, selling an estimated $309K and leaving 62,889 shares worth $5.31M. The position accounts for 2.8% of the portfolio, ranked #16.

Laurel Wealth Planning first reported a position in EWJ in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.37M in Q4 2025. 739 funds tracked by Wall St. Rank hold EWJ as of Q1 2026.

  • Laurel Wealth Planning held 62,889 shares of iShares MSCI Japan ETF worth $5.31M as of Q1 2026.
  • Laurel Wealth Planning sold 3,575 iShares MSCI Japan ETF shares in Q1 2026, an estimated $309K.
  • iShares MSCI Japan ETF made up 2.8% of Laurel Wealth Planning's portfolio in Q1 2026, its #16 holding.
  • Laurel Wealth Planning first reported a position in iShares MSCI Japan ETF in Q4 2023 and has held it in 10 quarters since.
  • Laurel Wealth Planning's iShares MSCI Japan ETF position peaked at $5.37M in Q4 2025.
  • 739 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.