Mount Yale Investment Advisors’s iShares MSCI Japan ETF EWJ Stock Holding History

Mount Yale Investment Advisors’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 Q2	$7.03M	Buy	75,379 +13,842	+22%	+$1.26M	0.13%	181
2026 Q1	$5.2M	Buy	61,537 +9,759	+19%	+$845K	0.12%	179
2025 Q4	$4.18M	Buy	+51,778	New	+$4.25M	0.2%	112
2025 Q3	–	Sell	-56	Closed	-$4.18K	–	965
2025 Q2	$4.18K	Buy	+56	New	+$3.98K	﹤0.01%	1254

Other funds holding EWJ

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Mount Yale Investment Advisors's EWJ Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its iShares MSCI Japan ETF (EWJ) stake by 22% in Q2 2026, buying an estimated $1.26M and bringing the position to 75,379 shares worth $7.03M. The position accounts for 0.13% of the portfolio, ranked #181.

Mount Yale Investment Advisors first reported a position in EWJ in Q2 2025 and has held it in 4 quarters since. 786 funds tracked by Wall St. Rank hold EWJ as of Q2 2026.

Mount Yale Investment Advisors held 75,379 shares of iShares MSCI Japan ETF worth $7.03M as of Q2 2026.
Mount Yale Investment Advisors bought 13,842 iShares MSCI Japan ETF shares in Q2 2026, an estimated $1.26M.
iShares MSCI Japan ETF made up 0.13% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #181 holding.
Mount Yale Investment Advisors first reported a position in iShares MSCI Japan ETF in Q2 2025 and has held it in 4 quarters since.
786 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.