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 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Waterloo Capital's EWJ Position: Q1 2026 in Review

Waterloo Capital increased its iShares MSCI Japan ETF (EWJ) stake by 1.2% in Q1 2026, buying an estimated $91.6K and bringing the position to 91,065 shares worth $7.69M. The position accounts for 0.54% of the portfolio, ranked #46.

Waterloo Capital first reported a position in EWJ in Q3 2024 and has held it in 7 quarters since. 739 funds tracked by Wall St. Rank hold EWJ as of Q1 2026.

Waterloo Capital held 91,065 shares of iShares MSCI Japan ETF worth $7.69M as of Q1 2026.
Waterloo Capital bought 1,059 iShares MSCI Japan ETF shares in Q1 2026, an estimated $91.6K.
iShares MSCI Japan ETF made up 0.54% of Waterloo Capital's portfolio in Q1 2026, its #46 holding.
Waterloo Capital first reported a position in iShares MSCI Japan ETF in Q3 2024 and has held it in 7 quarters since.
739 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.