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 Q2	$791K	Buy	17,993 +13	+0.1%	+$576	0.62%	25
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return

M Wealth Management LLC's EWJV Position: Q2 2026 in Review

M Wealth Management LLC increased its iShares MSCI Japan Value ETF (EWJV) stake by 0.07% in Q2 2026, buying an estimated $576 and bringing the position to 17,993 shares worth $791K. The position accounts for 0.62% of the portfolio, ranked #25.

M Wealth Management LLC first reported a position in EWJV in Q4 2024 and has held it in 7 quarters since. 79 funds tracked by Wall St. Rank hold EWJV as of Q2 2026.

M Wealth Management LLC held 17,993 shares of iShares MSCI Japan Value ETF worth $791K as of Q2 2026.
M Wealth Management LLC bought 13 iShares MSCI Japan Value ETF shares in Q2 2026, an estimated $576.
iShares MSCI Japan Value ETF made up 0.62% of M Wealth Management LLC's portfolio in Q2 2026, its #25 holding.
M Wealth Management LLC first reported a position in iShares MSCI Japan Value ETF in Q4 2024 and has held it in 7 quarters since.
79 funds tracked by Wall St. Rank held iShares MSCI Japan Value ETF as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.