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 Q3	$418K	Buy	4,288 +160	+4%	+$15.2K	0.02%	180
2026 Q2	$385K	Hold	4,128	–	–	0.02%	179
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

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Lyell Wealth Management's EWJ Position: Q3 2026 in Review

Lyell Wealth Management increased its iShares MSCI Japan ETF (EWJ) stake by 3.9% in Q3 2026, buying an estimated $15.2K and bringing the position to 4,288 shares worth $418K. The position accounts for 0.02% of the portfolio, ranked #180.

Lyell Wealth Management first reported a position in EWJ in Q4 2020 and has held it in 15 quarters since. The position peaked at $6.18M in Q1 2021. 473 funds tracked by Wall St. Rank hold EWJ as of Q3 2026.

Lyell Wealth Management held 4,288 shares of iShares MSCI Japan ETF worth $418K as of Q3 2026.
Lyell Wealth Management bought 160 iShares MSCI Japan ETF shares in Q3 2026, an estimated $15.2K.
iShares MSCI Japan ETF made up 0.02% of Lyell Wealth Management's portfolio in Q3 2026, its #180 holding.
Lyell Wealth Management first reported a position in iShares MSCI Japan ETF in Q4 2020 and has held it in 15 quarters since.
Lyell Wealth Management's iShares MSCI Japan ETF position peaked at $6.18M in Q1 2021.
473 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.