MWML
EWJV icon

M Wealth Management LLC’s iShares MSCI Japan Value ETF EWJV Stock Holding History

M Wealth Management LLC’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
Q1 		$767K Buy
17,980
+11,186
+165% +$482K 0.65% 23
2025
Q4 		$270K Hold
6,794
– – 0.23% 44
2025
Q3 		$265K Hold
6,794
– – 0.23% 42
2025
Q2 		$236K Sell
6,794
-1,925
-22% -$65.3K 0.22% 41
2025
Q1 		$290K Hold
8,719
– – 0.27% 36
2024
Q4 		$273K Buy
+8,719
New +$279K 0.25% 39

Other funds holding EWJV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

M Wealth Management LLC's EWJV Position: Q1 2026 in Review

M Wealth Management LLC increased its iShares MSCI Japan Value ETF (EWJV) stake by 165% in Q1 2026, buying an estimated $482K and bringing the position to 17,980 shares worth $767K. The position accounts for 0.65% of the portfolio, ranked #23.

M Wealth Management LLC first reported a position in EWJV in Q4 2024 and has held it in 6 quarters since. 71 funds tracked by Wall St. Rank hold EWJV as of Q1 2026.

  • M Wealth Management LLC held 17,980 shares of iShares MSCI Japan Value ETF worth $767K as of Q1 2026.
  • M Wealth Management LLC bought 11,186 iShares MSCI Japan Value ETF shares in Q1 2026, an estimated $482K.
  • iShares MSCI Japan Value ETF made up 0.65% of M Wealth Management LLC's portfolio in Q1 2026, its #23 holding.
  • M Wealth Management LLC first reported a position in iShares MSCI Japan Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 71 funds tracked by Wall St. Rank held iShares MSCI Japan Value ETF as of Q1 2026.

Based on M Wealth Management LLC's 13F filing for Q1 2026, filed 15 May 2026.