Waterloo Capital’s iShares MSCI Japan ETF EWJ Stock Holding History

Waterloo Capital’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	$9.28M	Buy	99,472 +8,407	+9%	+$763K	0.52%	44
2026 Q1	$7.69M	Buy	91,065 +1,059	+1%	+$91.6K	0.54%	46
2025 Q4	$7.27M	Sell	90,006 -173	-0.2%	-$14.2K	0.52%	42
2025 Q3	$7.23M	Sell	90,179 -956	-1%	-$73.9K	0.54%	42
2025 Q2	$6.83M	Buy	91,135 +15,547	+21%	+$1.11M	0.55%	41
2025 Q1	$5.18M	Buy	75,588 +11,992	+19%	+$825K	0.48%	52
2024 Q4	$4.27M	Sell	63,596 -4,345	-6%	-$300K	0.45%	54
2024 Q3	$4.86M	Buy	+67,941	New	+$4.73M	0.53%	47

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

Waterloo Capital's EWJ Position: Q2 2026 in Review

Waterloo Capital increased its iShares MSCI Japan ETF (EWJ) stake by 9.2% in Q2 2026, buying an estimated $763K and bringing the position to 99,472 shares worth $9.28M. The position accounts for 0.52% of the portfolio, ranked #44.

Waterloo Capital first reported a position in EWJ in Q3 2024 and has held it in 8 quarters since. 785 funds tracked by Wall St. Rank hold EWJ as of Q2 2026.

Waterloo Capital held 99,472 shares of iShares MSCI Japan ETF worth $9.28M as of Q2 2026.
Waterloo Capital bought 8,407 iShares MSCI Japan ETF shares in Q2 2026, an estimated $763K.
iShares MSCI Japan ETF made up 0.52% of Waterloo Capital's portfolio in Q2 2026, its #44 holding.
Waterloo Capital first reported a position in iShares MSCI Japan ETF in Q3 2024 and has held it in 8 quarters since.
785 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.