PF
EWJ icon

Phoenix Financial’s iShares MSCI Japan ETF EWJ Stock Holding History

Phoenix Financial’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 		$1.45M Sell
17,116
-46,883
-73% -$4.06M 0.01% 198
2025
Q4 		$5.17M Buy
63,999
+8,463
+15% +$695K 0.06% 129
2025
Q3 		$4.45M Buy
55,536
+28,692
+107% +$2.22M 0.05% 137
2025
Q2 		$2.01M Sell
26,844
-11,995
-31% -$853K 0.03% 185
2025
Q1 		$2.66M Sell
38,839
-5,183
-12% -$356K 0.04% 163
2024
Q4 		$2.95M Sell
44,022
-122,123
-74% -$8.42M 0.04% 173
2024
Q3 		$11.9M Buy
166,145
+20,301
+14% +$1.41M 0.18% 81
2024
Q2 		$9.95M Sell
145,844
-1,682,873
-92% -$115M 0.15% 81
2024
Q1 		$131M Buy
1,828,717
+1,637,591
+857% +$111M 1.8% 12
2023
Q4 		$12.3M Sell
191,126
-8,800
-4% -$538K 0.2% 61
2023
Q3 		$12.1M Buy
199,926
+6,561
+3% +$405K 0.22% 63
2023
Q2 		$12M Buy
193,365
+6,895
+4% +$415K 0.24% 55
2023
Q1 		$10.9M Buy
186,470
+46,159
+33% +$2.63M 0.24% 54
2022
Q4 		$7.64M Buy
140,311
+20,058
+17% +$1.06M 0.15% 72
2022
Q3 		$5.89M Buy
120,253
+718
+0.6% +$38.5K 0.13% 90
2022
Q2 		$6.32M Buy
119,535
+83,655
+233% +$4.72M 0.13% 97
2022
Q1 		$2.21M Sell
35,880
-5,005
-12% -$318K 0.04% 182
2021
Q4 		$2.74M Buy
40,885
+4,292
+12% +$293K 0.05% 170
2021
Q3 		$2.57M Buy
36,593
+1,606
+5% +$111K 0.04% 184
2021
Q2 		$2.36M Buy
34,987
+5,616
+19% +$384K 0.05% 205
2021
Q1 		$2.01M Buy
29,371
+7,590
+35% +$526K 0.05% 225
2020
Q4 		$1.47M Buy
+21,781
New +$1.37M 0.04% 200

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 $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $115B AUM 41.58% 1-Year Est. Return

Phoenix Financial's EWJ Position: Q1 2026 in Review

Phoenix Financial reduced its iShares MSCI Japan ETF (EWJ) stake by 73% in Q1 2026, selling an estimated $4.06M and leaving 17,116 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #198.

Phoenix Financial first reported a position in EWJ in Q4 2020 and has held it in 22 quarters since. The position peaked at $131M in Q1 2024. 742 funds tracked by Wall St. Rank hold EWJ as of Q1 2026.

  • Phoenix Financial held 17,116 shares of iShares MSCI Japan ETF worth $1.45M as of Q1 2026.
  • Phoenix Financial sold 46,883 iShares MSCI Japan ETF shares in Q1 2026, an estimated $4.06M.
  • iShares MSCI Japan ETF made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #198 holding.
  • Phoenix Financial first reported a position in iShares MSCI Japan ETF in Q4 2020 and has held it in 22 quarters since.
  • Phoenix Financial's iShares MSCI Japan ETF position peaked at $131M in Q1 2024.
  • 742 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2026.

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