VIS
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Vertex Investment Solutions’s iShares MSCI Japan ETF EWJ Stock Holding History

Vertex Investment Solutions’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 		– Sell
-7,400
Closed -$600K – 27
2025
Q4 		$600K Buy
+7,400
New +$608K 0.6% 20

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Vertex Investment Solutions's EWJ Position: Q1 2026 in Review

Vertex Investment Solutions sold out of iShares MSCI Japan ETF (EWJ) in Q1 2026, closing a stake of 7,400 shares — an estimated $600K sold.

Vertex Investment Solutions first reported a position in EWJ in Q4 2025 and held it in 1 quarter. The position peaked at $600K in Q4 2025. 745 funds tracked by Wall St. Rank hold EWJ as of Q1 2026.

  • Vertex Investment Solutions reported no remaining iShares MSCI Japan ETF position as of Q1 2026 after selling out during the quarter.
  • Vertex Investment Solutions sold 7,400 iShares MSCI Japan ETF shares in Q1 2026, an estimated $600K.
  • Vertex Investment Solutions first reported a position in iShares MSCI Japan ETF in Q4 2025 and held it in 1 quarter.
  • Vertex Investment Solutions's iShares MSCI Japan ETF position peaked at $600K in Q4 2025.
  • 745 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2026.

Based on Vertex Investment Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.