VFA
EWJ icon

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
Q3 		$274K Sell
2,815
-103
-4% -$9.8K 0.01% 666
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

CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Valeo Financial Advisors's EWJ Position: Q3 2026 in Review

Valeo Financial Advisors reduced its iShares MSCI Japan ETF (EWJ) stake by 3.5% in Q3 2026, selling an estimated $9.8K and leaving 2,815 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #666.

Valeo Financial Advisors first reported a position in EWJ in Q3 2017 and has held it in 20 quarters since. The position peaked at $1.87M in Q1 2021. 31 funds tracked by Wall St. Rank hold EWJ as of Q3 2026.

  • Valeo Financial Advisors held 2,815 shares of iShares MSCI Japan ETF worth $274K as of Q3 2026.
  • Valeo Financial Advisors sold 103 iShares MSCI Japan ETF shares in Q3 2026, an estimated $9.8K.
  • iShares MSCI Japan ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #666 holding.
  • Valeo Financial Advisors first reported a position in iShares MSCI Japan ETF in Q3 2017 and has held it in 20 quarters since.
  • Valeo Financial Advisors's iShares MSCI Japan ETF position peaked at $1.87M in Q1 2021.
  • 31 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.