WMS Partners’s iShares MSCI Japan ETF EWJ Stock Holding History

WMS Partners’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
2025 Q1	–	Sell	-7,007	Closed	-$470K	–	87
2024 Q4	$470K	Sell	7,007 -3,029	-30%	-$209K	0.03%	195
2024 Q3	$718K	Buy	10,036 +29	+0.3%	+$2.02K	0.04%	142
2024 Q2	$683K	Buy	10,007 +7	+0.1%	+$478	0.04%	126
2024 Q1	$714K	Hold	10,000	–	–	0.05%	126
2023 Q4	$641K	Hold	10,000	–	–	0.05%	130
2023 Q3	$603K	Hold	10,000	–	–	0.05%	133
2023 Q2	$619K	Buy	+10,000	New	+$602K	0.05%	139
2021 Q3	–	Sell	-3,000	Closed	-$203K	–	288
2021 Q2	$203K	Hold	3,000	–	–	0.03%	247
2021 Q1	$206K	Buy	+3,000	New	+$208K	0.05%	214

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

FCAS

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

WMS Partners's EWJ Position: Q1 2025 in Review

WMS Partners sold out of iShares MSCI Japan ETF (EWJ) in Q1 2025, closing a stake of 7,007 shares — an estimated $470K sold.

WMS Partners first reported a position in EWJ in Q1 2021 and held it in 9 quarters. The position peaked at $718K in Q3 2024. 623 funds tracked by Wall St. Rank hold EWJ as of Q1 2025.

WMS Partners reported no remaining iShares MSCI Japan ETF position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 7,007 iShares MSCI Japan ETF shares in Q1 2025, an estimated $470K.
WMS Partners first reported a position in iShares MSCI Japan ETF in Q1 2021 and held it in 9 quarters.
WMS Partners's iShares MSCI Japan ETF position peaked at $718K in Q3 2024.
623 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.