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

Summit 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
Q2 		$17.5M Sell
187,734
-658
-0.3% -$59.7K 0.19% 100
2026
Q1 		$15.9M Sell
188,392
-2,764
-1% -$239K 0.2% 91
2025
Q4 		$15.4M Sell
191,156
-1,099
-0.6% -$90.3K 0.23% 84
2025
Q3 		$15.4M Sell
192,255
-115,874
-38% -$8.96M 0.24% 82
2025
Q2 		$23.1M Buy
308,129
+126,933
+70% +$9.03M 0.52% 37
2025
Q1 		$12.4M Buy
181,196
+177,241
+4,481% +$12.2M 0.35% 56
2024
Q4 		$265K Sell
3,955
-16,846
-81% -$1.16M 0.01% 562
2024
Q3 		$1.49M Buy
20,801
+824
+4% +$57.3K 0.06% 210
2024
Q2 		$1.36M Buy
19,977
+843
+4% +$57.6K 0.06% 189
2024
Q1 		$1.37M Hold
19,134
– – 0.08% 148
2023
Q4 		$1.23M Sell
19,134
-54
-0.3% -$3.3K 0.08% 154
2023
Q3 		$1.16M Buy
+19,188
New +$1.18M 0.09% 147

Other funds holding EWJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Summit Financial's EWJ Position: Q2 2026 in Review

Summit Financial reduced its iShares MSCI Japan ETF (EWJ) stake by 0.35% in Q2 2026, selling an estimated $59.7K and leaving 187,734 shares worth $17.5M. The position accounts for 0.19% of the portfolio, ranked #100.

Summit Financial first reported a position in EWJ in Q3 2023 and has held it in 12 quarters since. The position peaked at $23.1M in Q2 2025. 785 funds tracked by Wall St. Rank hold EWJ as of Q2 2026.

  • Summit Financial held 187,734 shares of iShares MSCI Japan ETF worth $17.5M as of Q2 2026.
  • Summit Financial sold 658 iShares MSCI Japan ETF shares in Q2 2026, an estimated $59.7K.
  • iShares MSCI Japan ETF made up 0.19% of Summit Financial's portfolio in Q2 2026, its #100 holding.
  • Summit Financial first reported a position in iShares MSCI Japan ETF in Q3 2023 and has held it in 12 quarters since.
  • Summit Financial's iShares MSCI Japan ETF position peaked at $23.1M in Q2 2025.
  • 785 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.