Oak Family Advisors’s iShares MSCI Japan ETF EWJ Stock Holding History

Oak Family 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	$2.49M	Sell	26,729 -338	-1%	-$30.7K	0.64%	47
2026 Q1	$2.29M	Sell	27,067 -535	-2%	-$46.3K	0.64%	47
2025 Q4	$2.23M	Sell	27,602 -5	-0%	-$411	0.61%	47
2025 Q3	$2.21M	Sell	27,607 -40	-0.1%	-$3.09K	0.55%	48
2025 Q2	$2.07M	Sell	27,647 -533	-2%	-$37.9K	0.65%	42
2025 Q1	$1.93M	Sell	28,180 -28	-0.1%	-$1.93K	0.65%	45
2024 Q4	$1.89M	Buy	28,208 +275	+1%	+$19K	0.69%	43
2024 Q3	$2M	Sell	27,933 -47,159	-63%	-$3.28M	0.61%	42
2024 Q2	$5.12M	Sell	75,092 -2,644	-3%	-$181K	1.76%	19
2024 Q1	$5.55M	Sell	77,736 -1,810	-2%	-$123K	2.13%	14
2023 Q4	$5.1M	Buy	79,546 +954	+1%	+$58.3K	2.15%	16
2023 Q3	$4.74M	Buy	78,592 +22,304	+40%	+$1.38M	2.24%	17
2023 Q2	$3.48M	Buy	+56,288	New	+$3.39M	1.65%	23

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

Oak Family Advisors's EWJ Position: Q2 2026 in Review

Oak Family Advisors reduced its iShares MSCI Japan ETF (EWJ) stake by 1.2% in Q2 2026, selling an estimated $30.7K and leaving 26,729 shares worth $2.49M. The position accounts for 0.64% of the portfolio, ranked #47.

Oak Family Advisors first reported a position in EWJ in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.55M in Q1 2024. 787 funds tracked by Wall St. Rank hold EWJ as of Q2 2026.

Oak Family Advisors held 26,729 shares of iShares MSCI Japan ETF worth $2.49M as of Q2 2026.
Oak Family Advisors sold 338 iShares MSCI Japan ETF shares in Q2 2026, an estimated $30.7K.
iShares MSCI Japan ETF made up 0.64% of Oak Family Advisors's portfolio in Q2 2026, its #47 holding.
Oak Family Advisors first reported a position in iShares MSCI Japan ETF in Q2 2023 and has held it in 13 quarters since.
Oak Family Advisors's iShares MSCI Japan ETF position peaked at $5.55M in Q1 2024.
787 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.