Valeo Financial Advisors’s iShares MSCI Japan ETF EWJ Stock Holding History

Valeo Financial 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 Q2	$272K	Hold	2,918	–	–	0.01%	654
2026 Q1	$246K	Hold	2,918	–	–	0.01%	621
2025 Q4	$236K	Hold	2,918	–	–	0.01%	704
2025 Q3	$234K	Buy	2,918 +235	+9%	+$18.2K	0.01%	701
2025 Q2	$201K	Buy	+2,683	New	+$191K	﹤0.01%	712
2021 Q2	–	Sell	-27,262	Closed	-$1.87M	–	926
2021 Q1	$1.87M	Hold	27,262	–	–	0.09%	126
2020 Q4	$1.84M	Buy	+27,262	New	+$1.71M	0.09%	107
2020 Q3	–	Sell	-730	Closed	-$40K	–	1755
2020 Q2	$40K	Buy	730 +98	+16%	+$5.2K	﹤0.01%	808
2020 Q1	$32K	Sell	632 -136	-18%	-$7.48K	﹤0.01%	745
2019 Q4	$46K	Buy	768 +337	+78%	+$19.9K	﹤0.01%	682
2019 Q3	$24K	Buy	431 +288	+201%	+$15.8K	﹤0.01%	800
2019 Q2	$8K	Hold	143	–	–	﹤0.01%	1075
2019 Q1	$8K	Sell	143 -54	-27%	-$2.91K	﹤0.01%	1023
2018 Q4	$10K	Sell	197 -284	-59%	-$15.6K	﹤0.01%	878
2018 Q3	$26K	Sell	481 -247	-34%	-$14.4K	﹤0.01%	686
2018 Q2	$42K	Buy	728 +613	+533%	+$36.9K	0.01%	570
2018 Q1	$7K	Sell	115 -86	-43%	-$5.28K	﹤0.01%	1022
2017 Q4	$12K	Buy	201 +1	+0.5%	+$59	﹤0.01%	787
2017 Q3	$11K	Buy	+200	New	+$10.9K	﹤0.01%	675

Other funds holding EWJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Valeo Financial Advisors's EWJ Position: Q2 2026 in Review

Valeo Financial Advisors held its iShares MSCI Japan ETF (EWJ) position steady in Q2 2026 at 2,918 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #654.

Valeo Financial Advisors first reported a position in EWJ in Q3 2017 and has held it in 19 quarters since. The position peaked at $1.87M in Q1 2021. 784 funds tracked by Wall St. Rank hold EWJ as of Q2 2026.

Valeo Financial Advisors held 2,918 shares of iShares MSCI Japan ETF worth $272K as of Q2 2026.
Valeo Financial Advisors left its iShares MSCI Japan ETF share count unchanged in Q2 2026.
iShares MSCI Japan ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #654 holding.
Valeo Financial Advisors first reported a position in iShares MSCI Japan ETF in Q3 2017 and has held it in 19 quarters since.
Valeo Financial Advisors's iShares MSCI Japan ETF position peaked at $1.87M in Q1 2021.
784 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.