Phillips Financial Management’s iShares MSCI Japan ETF EWJ Stock Holding History

Phillips Financial Management’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	-50	Closed	-$4.04K	–	295
2025 Q4	$4.04K	Hold	50	–	–	﹤0.01%	301
2025 Q3	$4.01K	Hold	50	–	–	﹤0.01%	297
2025 Q2	$3.75K	Hold	50	–	–	﹤0.01%	270
2025 Q1	$3.43K	Hold	50	–	–	﹤0.01%	255
2024 Q4	$3.35K	Hold	50	–	–	﹤0.01%	252
2024 Q3	$3.58K	Hold	50	–	–	﹤0.01%	264
2024 Q2	$3.41K	Hold	50	–	–	﹤0.01%	258
2024 Q1	$3.57K	Hold	50	–	–	﹤0.01%	252
2023 Q4	$3.21K	Hold	50	–	–	﹤0.01%	241
2023 Q3	$3.02K	Hold	50	–	–	﹤0.01%	235
2023 Q2	$3.1K	Hold	50	–	–	﹤0.01%	231
2023 Q1	$2.94K	Hold	50	–	–	﹤0.01%	235
2022 Q4	$2.72K	Hold	50	–	–	﹤0.01%	222
2022 Q3	$2K	Buy	+50	New	+$2.68K	﹤0.01%	221

Other funds holding EWJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Phillips Financial Management's EWJ Position: Q1 2026 in Review

Phillips Financial Management sold out of iShares MSCI Japan ETF (EWJ) in Q1 2026, closing a stake of 50 shares — an estimated $4.04K sold.

Phillips Financial Management first reported a position in EWJ in Q3 2022 and held it in 14 quarters. The position peaked at $4.04K in Q4 2025. 739 funds tracked by Wall St. Rank hold EWJ as of Q1 2026.

Phillips Financial Management reported no remaining iShares MSCI Japan ETF position as of Q1 2026 after selling out during the quarter.
Phillips Financial Management sold 50 iShares MSCI Japan ETF shares in Q1 2026, an estimated $4.04K.
Phillips Financial Management first reported a position in iShares MSCI Japan ETF in Q3 2022 and held it in 14 quarters.
Phillips Financial Management's iShares MSCI Japan ETF position peaked at $4.04K in Q4 2025.
739 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.