Summit Trail Advisors’s iShares MSCI Japan ETF EWJ Stock Holding History

Summit Trail 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 Q1	$2.25M	Buy	26,664 +1,062	+4%	+$91.9K	0.03%	447
2025 Q4	$2.07M	Sell	25,602 -4,747	-16%	-$390K	0.04%	382
2025 Q3	$2.43M	Buy	30,349 +2,856	+10%	+$221K	0.03%	344
2025 Q2	$2.06M	Buy	27,493 +16,390	+148%	+$1.17M	0.04%	259
2025 Q1	$761K	Sell	11,103 -2,375	-18%	-$163K	0.03%	190
2024 Q4	$904K	Buy	+13,478	New	+$930K	0.03%	145
2024 Q3	–	Sell	-3,082	Closed	-$210K	–	729
2024 Q2	$210K	Buy	+3,082	New	+$210K	0.01%	580
2022 Q2	–	Sell	-3,705	Closed	-$228K	–	396
2022 Q1	$228K	Hold	3,705	–	–	0.02%	285
2021 Q4	$248K	Hold	3,705	–	–	0.02%	249
2021 Q3	$260K	Buy	+3,705	New	+$257K	0.02%	219
2019 Q1	–	Sell	-5,319	Closed	-$270K	–	111
2018 Q4	$270K	Buy	+5,319	New	+$292K	0.1%	86
2018 Q3	–	Sell	-107	Closed	-$6K	–	342
2018 Q2	$6K	Buy	+107	New	+$6.45K	﹤0.01%	453
2018 Q1	–	Sell	-107	Closed	-$7K	–	825
2017 Q4	$7K	Buy	+107	New	+$6.28K	﹤0.01%	1316

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

Summit Trail Advisors's EWJ Position: Q1 2026 in Review

Summit Trail Advisors increased its iShares MSCI Japan ETF (EWJ) stake by 4.1% in Q1 2026, buying an estimated $91.9K and bringing the position to 26,664 shares worth $2.25M. The position accounts for 0.03% of the portfolio, ranked #447.

Summit Trail Advisors first reported a position in EWJ in Q4 2017 and has held it in 13 quarters since. The position peaked at $2.43M in Q3 2025. 738 funds tracked by Wall St. Rank hold EWJ as of Q1 2026.

Summit Trail Advisors held 26,664 shares of iShares MSCI Japan ETF worth $2.25M as of Q1 2026.
Summit Trail Advisors bought 1,062 iShares MSCI Japan ETF shares in Q1 2026, an estimated $91.9K.
iShares MSCI Japan ETF made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #447 holding.
Summit Trail Advisors first reported a position in iShares MSCI Japan ETF in Q4 2017 and has held it in 13 quarters since.
Summit Trail Advisors's iShares MSCI Japan ETF position peaked at $2.43M in Q3 2025.
738 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.