Montag & Associates’s iShares MSCI Japan ETF EWJ Stock Holding History

Montag & Associates’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	–	Sell	-102	Closed	-$8.24K	–	957
2025 Q4	$8.24K	Hold	102	–	–	﹤0.01%	783
2025 Q3	$8.18K	Hold	102	–	–	﹤0.01%	782
2025 Q2	$7.65K	Hold	102	–	–	﹤0.01%	770
2025 Q1	$6.99K	Buy	102 +4	+4%	+$275	﹤0.01%	823
2024 Q4	$6.58K	Hold	98	–	–	﹤0.01%	819
2024 Q3	$7.01K	Buy	98 +42	+75%	+$2.92K	﹤0.01%	846
2024 Q2	$3.82K	Hold	56	–	–	﹤0.01%	838
2024 Q1	$4K	Hold	56	–	–	﹤0.01%	829
2023 Q4	$3.59K	Hold	56	–	–	﹤0.01%	842
2023 Q3	$3.38K	Buy	+56	New	+$3.46K	﹤0.01%	825
2021 Q4	–	Sell	-15	Closed	-$1K	–	873
2021 Q3	$1K	Hold	15	–	–	﹤0.01%	825
2021 Q2	$1K	Hold	15	–	–	﹤0.01%	819
2021 Q1	$1K	Buy	+15	New	+$1.04K	﹤0.01%	818

Other funds holding EWJ

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Montag & Associates's EWJ Position: Q1 2026 in Review

Montag & Associates sold out of iShares MSCI Japan ETF (EWJ) in Q1 2026, closing a stake of 102 shares — an estimated $8.24K sold.

Montag & Associates first reported a position in EWJ in Q1 2021 and held it in 13 quarters. The position peaked at $8.24K in Q4 2025. 747 funds tracked by Wall St. Rank hold EWJ as of Q1 2026.

Montag & Associates reported no remaining iShares MSCI Japan ETF position as of Q1 2026 after selling out during the quarter.
Montag & Associates sold 102 iShares MSCI Japan ETF shares in Q1 2026, an estimated $8.24K.
Montag & Associates first reported a position in iShares MSCI Japan ETF in Q1 2021 and held it in 13 quarters.
Montag & Associates's iShares MSCI Japan ETF position peaked at $8.24K in Q4 2025.
747 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.