Venturi Wealth Management’s iShares MSCI Japan ETF EWJ Stock Holding History

Venturi Wealth Management’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 Q1	–	Sell	-741	Closed	-$49.7K	–	976
2024 Q4	$49.7K	Buy	741 +23	+3%	+$1.59K	﹤0.01%	1018
2024 Q3	$51.4K	Sell	718 -24	-3%	-$1.67K	﹤0.01%	757
2024 Q2	$50.6K	Sell	742 -15	-2%	-$1.02K	﹤0.01%	663
2024 Q1	$54K	Sell	757 -21,716	-97%	-$1.47M	﹤0.01%	493
2023 Q4	$1.44M	Buy	22,473 +625	+3%	+$38.2K	0.1%	117
2023 Q3	$1.32M	Buy	+21,848	New	+$1.35M	0.1%	118
2019 Q3	–	Sell	-5,505	Closed	-$300K	–	233
2019 Q2	$300K	Sell	5,505 -528	-9%	-$28.7K	0.04%	201
2019 Q1	$334K	Sell	6,033 -7,347	-55%	-$396K	0.04%	198
2018 Q4	$679K	Buy	+13,380	New	+$734K	0.11%	119
2018 Q2	–	Sell	-68,318	Closed	-$4.15M	–	180
2018 Q1	$4.15M	Buy	68,318 +31,322	+85%	+$1.92M	0.8%	52
2017 Q4	$2.22M	Buy	+36,996	New	+$2.17M	0.42%	83

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 $374B AUM 17.66% 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 $123B AUM 34.51% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Venturi Wealth Management's EWJ Position: Q1 2025 in Review

Venturi Wealth Management sold out of iShares MSCI Japan ETF (EWJ) in Q1 2025, closing a stake of 741 shares — an estimated $49.7K sold.

Venturi Wealth Management first reported a position in EWJ in Q4 2017 and held it in 11 quarters. The position peaked at $4.15M in Q1 2018. 623 funds tracked by Wall St. Rank hold EWJ as of Q1 2025.

Venturi Wealth Management reported no remaining iShares MSCI Japan ETF position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 741 iShares MSCI Japan ETF shares in Q1 2025, an estimated $49.7K.
Venturi Wealth Management first reported a position in iShares MSCI Japan ETF in Q4 2017 and held it in 11 quarters.
Venturi Wealth Management's iShares MSCI Japan ETF position peaked at $4.15M in Q1 2018.
623 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.