The Family Firm’s iShares MSCI Japan ETF EWJ Stock Holding History

The Family Firm’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
2025 Q2	–	Sell	-3,070	Closed	-$210K	–	118
2025 Q1	$210K	Buy	3,070 +1	+0%	+$69	0.05%	205
2024 Q4	$206K	Buy	3,069 +48	+2%	+$3.31K	0.05%	206
2024 Q3	$216K	Hold	3,021	–	–	0.05%	197
2024 Q2	$206K	Buy	3,021 +23	+0.8%	+$1.57K	0.05%	191
2024 Q1	$214K	Buy	+2,998	New	+$203K	0.05%	187
2022 Q1	–	Sell	-3,776	Closed	-$253K	–	179
2021 Q4	$253K	Buy	3,776 +50	+1%	+$3.42K	0.07%	162
2021 Q3	$257K	Hold	3,726	–	–	0.07%	148
2021 Q2	$252K	Sell	3,726 -460	-11%	-$31.5K	0.07%	152
2021 Q1	$287K	Hold	4,186	–	–	0.08%	136
2020 Q4	$288K	Sell	4,186 -903	-18%	-$56.7K	0.09%	127
2020 Q3	$301K	Sell	5,089 -1,608	-24%	-$92.1K	0.11%	114
2020 Q2	$368K	Buy	6,697 +52	+0.8%	+$2.76K	0.14%	101
2020 Q1	$328K	Hold	6,645	–	–	0.14%	96
2019 Q4	$394K	Buy	+6,645	New	+$392K	0.13%	102

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

The Family Firm's EWJ Position: Q2 2025 in Review

The Family Firm sold out of iShares MSCI Japan ETF (EWJ) in Q2 2025, closing a stake of 3,070 shares — an estimated $210K sold.

The Family Firm first reported a position in EWJ in Q4 2019 and held it in 14 quarters. The position peaked at $394K in Q4 2019. 618 funds tracked by Wall St. Rank hold EWJ as of Q2 2025.

The Family Firm reported no remaining iShares MSCI Japan ETF position as of Q2 2025 after selling out during the quarter.
The Family Firm sold 3,070 iShares MSCI Japan ETF shares in Q2 2025, an estimated $210K.
The Family Firm first reported a position in iShares MSCI Japan ETF in Q4 2019 and held it in 14 quarters.
The Family Firm's iShares MSCI Japan ETF position peaked at $394K in Q4 2019.
618 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.