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Waverly Advisors’s iShares MSCI Japan Value ETF EWJV Stock Holding History

Waverly Advisors’s Portfolio EWJV Stock Details EWJV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.89M Sell
65,658
-1,368
-2% -$60.6K 0.02% 605
2026
Q1 		$2.86M Buy
+67,026
New +$2.89M 0.02% 561

Other funds holding EWJV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return

Waverly Advisors's EWJV Position: Q2 2026 in Review

Waverly Advisors reduced its iShares MSCI Japan Value ETF (EWJV) stake by 2% in Q2 2026, selling an estimated $60.6K and leaving 65,658 shares worth $2.89M. The position accounts for 0.02% of the portfolio, ranked #605.

Waverly Advisors first reported a position in EWJV in Q1 2026 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold EWJV as of Q2 2026.

  • Waverly Advisors held 65,658 shares of iShares MSCI Japan Value ETF worth $2.89M as of Q2 2026.
  • Waverly Advisors sold 1,368 iShares MSCI Japan Value ETF shares in Q2 2026, an estimated $60.6K.
  • iShares MSCI Japan Value ETF made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #605 holding.
  • Waverly Advisors first reported a position in iShares MSCI Japan Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares MSCI Japan Value ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.