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

Lyell 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 Q1	$349K	Hold	4,128	–	–	0.03%	172
2025 Q4	$333K	Hold	4,128	–	–	0.02%	176
2025 Q3	$331K	Hold	4,128	–	–	0.02%	173
2025 Q2	$309K	Buy	+4,128	New	+$294K	0.02%	175
2024 Q2	–	Sell	-2,810	Closed	-$200K	–	202
2024 Q1	$200K	Buy	+2,810	New	+$191K	0.02%	194
2022 Q4	–	Sell	-5,078	Closed	-$248K	–	192
2022 Q3	$248K	Sell	5,078 -558	-10%	-$29.9K	0.04%	168
2022 Q2	$298K	Sell	5,636 -8,886	-61%	-$502K	0.05%	161
2022 Q1	$895K	Sell	14,522 -45,979	-76%	-$2.92M	0.12%	111
2021 Q4	$4.05M	Sell	60,501 -4,726	-7%	-$323K	0.46%	68
2021 Q3	$4.58M	Sell	65,227 -10,970	-14%	-$760K	0.56%	68
2021 Q2	$5.15M	Sell	76,197 -14,034	-16%	-$960K	0.64%	57
2021 Q1	$6.18M	Buy	90,231 +46,912	+108%	+$3.25M	0.9%	46
2020 Q4	$2.93M	Buy	+43,319	New	+$2.72M	0.47%	66

Other funds holding EWJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Lyell Wealth Management's EWJ Position: Q1 2026 in Review

Lyell Wealth Management held its iShares MSCI Japan ETF (EWJ) position steady in Q1 2026 at 4,128 shares worth $349K. The position accounts for 0.03% of the portfolio, ranked #172.

Lyell Wealth Management first reported a position in EWJ in Q4 2020 and has held it in 13 quarters since. The position peaked at $6.18M in Q1 2021. 740 funds tracked by Wall St. Rank hold EWJ as of Q1 2026.

Lyell Wealth Management held 4,128 shares of iShares MSCI Japan ETF worth $349K as of Q1 2026.
Lyell Wealth Management left its iShares MSCI Japan ETF share count unchanged in Q1 2026.
iShares MSCI Japan ETF made up 0.03% of Lyell Wealth Management's portfolio in Q1 2026, its #172 holding.
Lyell Wealth Management first reported a position in iShares MSCI Japan ETF in Q4 2020 and has held it in 13 quarters since.
Lyell Wealth Management's iShares MSCI Japan ETF position peaked at $6.18M in Q1 2021.
740 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.