Wellington Shields Capital Management’s iShares MSCI Japan ETF EWJ Stock Holding History

Wellington Shields Capital Management’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	$127K	Sell	1,500 -3,050	-67%	-$264K	0.02%	264
2025 Q4	$367K	Buy	4,550 +350	+8%	+$28.8K	0.05%	181
2025 Q3	$337K	Hold	4,200	–	–	0.05%	188
2025 Q2	$315K	Buy	4,200 +2,700	+180%	+$192K	0.05%	191
2025 Q1	$103K	Sell	1,500 -330	-18%	-$22.7K	0.02%	256
2024 Q4	$123K	Buy	+1,830	New	+$126K	0.02%	255
2024 Q3	–	Sell	-9,530	Closed	-$650K	–	317
2024 Q2	$650K	Hold	9,530	–	–	0.12%	137
2024 Q1	$680K	Buy	9,530 +250	+3%	+$16.9K	0.13%	130
2023 Q4	$595K	Hold	9,280	–	–	0.07%	135
2023 Q3	$559K	Hold	9,280	–	–	0.07%	130
2023 Q2	$574K	Buy	+9,280	New	+$559K	0.07%	138
2021 Q3	–	Sell	-3,020	Closed	-$204K	–	275
2021 Q2	$204K	Sell	3,020 -2,650	-47%	-$181K	0.02%	280
2021 Q1	$389K	Hold	5,670	–	–	0.04%	227
2020 Q4	$383K	Buy	5,670 +970	+21%	+$60.9K	0.05%	202
2020 Q3	$278K	Hold	4,700	–	–	0.04%	197
2020 Q2	$258K	Hold	4,700	–	–	0.04%	208
2020 Q1	$232K	Hold	4,700	–	–	0.04%	211
2019 Q4	$278K	Hold	4,700	–	–	0.04%	228
2019 Q3	$267K	Hold	4,700	–	–	0.04%	231
2019 Q2	$257K	Sell	4,700 -3,200	-41%	-$174K	0.04%	247
2019 Q1	$432K	Hold	7,900	–	–	0.07%	197
2018 Q4	$400K	Hold	7,900	–	–	0.08%	195
2018 Q3	$476K	Hold	7,900	–	–	0.08%	209
2018 Q2	$457K	Sell	7,900 -600	-7%	-$36.2K	0.08%	205
2018 Q1	$516K	Buy	8,500 +1,500	+21%	+$92.1K	0.08%	215
2017 Q4	$420K	Buy	+7,000	New	+$411K	0.07%	233
2014 Q1	–	Sell	-2,900	Closed	-$141K	–	358
2013 Q4	$141K	Hold	2,900	–	–	0.03%	307
2013 Q3	$138K	Hold	2,900	–	–	0.03%	305
2013 Q2	$130K	Buy	+2,900	New	+$131K	0.02%	323

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

Wellington Shields Capital Management's EWJ Position: Q1 2026 in Review

Wellington Shields Capital Management reduced its iShares MSCI Japan ETF (EWJ) stake by 67% in Q1 2026, selling an estimated $264K and leaving 1,500 shares worth $127K. The position accounts for 0.02% of the portfolio, ranked #264.

Wellington Shields Capital Management first reported a position in EWJ in Q2 2013 and has held it in 29 quarters since. The position peaked at $680K in Q1 2024. 739 funds tracked by Wall St. Rank hold EWJ as of Q1 2026.

Wellington Shields Capital Management held 1,500 shares of iShares MSCI Japan ETF worth $127K as of Q1 2026.
Wellington Shields Capital Management sold 3,050 iShares MSCI Japan ETF shares in Q1 2026, an estimated $264K.
iShares MSCI Japan ETF made up 0.02% of Wellington Shields Capital Management's portfolio in Q1 2026, its #264 holding.
Wellington Shields Capital Management first reported a position in iShares MSCI Japan ETF in Q2 2013 and has held it in 29 quarters since.
Wellington Shields Capital Management's iShares MSCI Japan ETF position peaked at $680K in Q1 2024.
739 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2026.

Based on Wellington Shields Capital Management's 13F filing for Q1 2026, filed 4 May 2026.