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Mark Sheptoff Financial Planning’s iShares MSCI Japan ETF EWJ Stock Holding History

Mark Sheptoff Financial Planning’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 		$75.9K Hold
850
– – 0.04% 151
2025
Q4 		$68.6K Buy
+850
New +$69.8K 0.03% 176
2018
Q2 		– Sell
-150
Closed -$9K – 373
2018
Q1 		$9K Buy
+150
New +$9.21K 0.01% 296

Other funds holding EWJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mark Sheptoff Financial Planning's EWJ Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its iShares MSCI Japan ETF (EWJ) position steady in Q1 2026 at 850 shares worth $75.9K. The position accounts for 0.04% of the portfolio, ranked #151.

Mark Sheptoff Financial Planning first reported a position in EWJ in Q1 2018 and has held it in 3 quarters since. 739 funds tracked by Wall St. Rank hold EWJ as of Q1 2026.

  • Mark Sheptoff Financial Planning held 850 shares of iShares MSCI Japan ETF worth $75.9K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its iShares MSCI Japan ETF share count unchanged in Q1 2026.
  • iShares MSCI Japan ETF made up 0.04% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #151 holding.
  • Mark Sheptoff Financial Planning first reported a position in iShares MSCI Japan ETF in Q1 2018 and has held it in 3 quarters since.
  • 739 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.