Waverly Advisors’s iShares MSCI Japan ETF EWJ Stock Holding History

Waverly 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 Q1	$6.03M	Buy	71,401 +5,374	+8%	+$465K	0.05%	364
2025 Q4	$5.33M	Buy	66,027 +54,401	+468%	+$4.47M	0.04%	360
2025 Q3	$932K	Sell	11,626 -524	-4%	-$40.5K	0.01%	661
2025 Q2	$911K	Buy	12,150 +103	+0.9%	+$7.33K	0.01%	638
2025 Q1	$826K	Sell	12,047 -56	-0.5%	-$3.85K	0.01%	647
2024 Q4	$812K	Sell	12,103 -301	-2%	-$20.8K	0.01%	565
2024 Q3	$887K	Sell	12,404 -698	-5%	-$48.6K	0.02%	465
2024 Q2	$894K	Sell	13,102 -287	-2%	-$19.6K	0.02%	455
2024 Q1	$955K	Buy	+13,389	New	+$908K	0.02%	378
2015 Q4	–	Sell	-491	Closed	-$22K	–	213
2015 Q3	$22K	Buy	+491	New	+$24.2K	0.02%	251
2015 Q1	–	Sell	-272	Closed	-$12K	–	364
2014 Q4	$12K	Hold	272	–	–	0.01%	275
2014 Q3	$13K	Buy	272 +118	+77%	+$5.64K	0.01%	413
2014 Q2	$7K	Buy	+154	New	+$7.04K	﹤0.01%	517
2013 Q3	–	Sell	-3,108	Closed	-$139K	–	565
2013 Q2	$139K	Buy	+3,108	New	+$141K	0.08%	95

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

Waverly Advisors's EWJ Position: Q1 2026 in Review

Waverly Advisors increased its iShares MSCI Japan ETF (EWJ) stake by 8.1% in Q1 2026, buying an estimated $465K and bringing the position to 71,401 shares worth $6.03M. The position accounts for 0.05% of the portfolio, ranked #364.

Waverly Advisors first reported a position in EWJ in Q2 2013 and has held it in 14 quarters since. 739 funds tracked by Wall St. Rank hold EWJ as of Q1 2026.

Waverly Advisors held 71,401 shares of iShares MSCI Japan ETF worth $6.03M as of Q1 2026.
Waverly Advisors bought 5,374 iShares MSCI Japan ETF shares in Q1 2026, an estimated $465K.
iShares MSCI Japan ETF made up 0.05% of Waverly Advisors's portfolio in Q1 2026, its #364 holding.
Waverly Advisors first reported a position in iShares MSCI Japan ETF in Q2 2013 and has held it in 14 quarters since.
739 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.