LPL Financial’s iShares MSCI Japan Value ETF EWJV Stock Holding History

LPL Financial’s Portfolio EWJV Stock Details EWJV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.87M	Buy	100,439 +27,570	+38%	+$1.31M	﹤0.01%	2856
2026 Q2	$3.2M	Buy	72,869 +4,724	+7%	+$209K	﹤0.01%	3240
2026 Q1	$2.91M	Buy	68,145 +4,686	+7%	+$202K	﹤0.01%	3159
2025 Q4	$2.52M	Buy	63,459 +10,050	+19%	+$398K	﹤0.01%	3175
2025 Q3	$2.09M	Sell	53,409 -662	-1%	-$24.6K	﹤0.01%	3283
2025 Q2	$1.88M	Buy	54,071 +12,536	+30%	+$425K	﹤0.01%	3181
2025 Q1	$1.38M	Buy	41,535 +4,080	+11%	+$133K	﹤0.01%	3273
2024 Q4	$1.17M	Sell	37,455 -15,965	-30%	-$511K	﹤0.01%	3363
2024 Q3	$1.76M	Sell	53,420 -42,076	-44%	-$1.36M	﹤0.01%	2854
2024 Q2	$3.04M	Sell	95,496 -13,819	-13%	-$444K	﹤0.01%	2247
2024 Q1	$3.63M	Buy	109,315 +45,900	+72%	+$1.43M	﹤0.01%	2037
2023 Q4	$1.85M	Sell	63,415 -1,782	-3%	-$50.7K	﹤0.01%	2477
2023 Q3	$1.86M	Buy	65,197 +57,512	+748%	+$1.62M	﹤0.01%	2353
2023 Q2	$210K	Buy	+7,685	New	+$204K	﹤0.01%	4113

Other funds holding EWJV

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Hartford Financial Management Hartford, Connecticut $448M AUM 24.02% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

Virtus Family Office El Paso, Texas $131M AUM 16.07% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $414M AUM 4.78% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

LPL Financial's EWJV Position: Q3 2026 in Review

LPL Financial increased its iShares MSCI Japan Value ETF (EWJV) stake by 38% in Q3 2026, buying an estimated $1.31M and bringing the position to 100,439 shares worth $4.87M. The position accounts for ﹤0.01% of the portfolio, ranked #2856.

LPL Financial first reported a position in EWJV in Q2 2023 and has held it in 14 quarters since. 35 funds tracked by Wall St. Rank hold EWJV as of Q3 2026.

LPL Financial held 100,439 shares of iShares MSCI Japan Value ETF worth $4.87M as of Q3 2026.
LPL Financial bought 27,570 iShares MSCI Japan Value ETF shares in Q3 2026, an estimated $1.31M.
iShares MSCI Japan Value ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2856 holding.
LPL Financial first reported a position in iShares MSCI Japan Value ETF in Q2 2023 and has held it in 14 quarters since.
35 funds tracked by Wall St. Rank held iShares MSCI Japan Value ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.