iShares MSCI Japan Value ETFEWJV
EWJV
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
10% more funds holding
Funds holding: 42 [Q2] → 46 (+4) [Q3]
9% more capital invested
Capital invested by funds: $81.6M [Q2] → $88.8M (+$7.19M) [Q3]
1.64% more ownership
Funds ownership: 31.09% [Q2] → 32.73% (+1.64%) [Q3]
18% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 17
Research analyst outlook
We haven’t received any recent analyst ratings for EWJV.
Financial journalist opinion
Positive
Seeking Alpha
1 month ago
EWJV: Does Value Investing In Japan Deliver Alpha?
Japan's equities gained traction due to Warren Buffett's interest and regulatory actions aimed at improving investor sentiment, with notable companies like Mitsubishi UFJ Financial Group seeing price increases. BlackRock's iShares MSCI Japan Value ETF targets large- and mid-cap Japanese equities with value characteristics, but its performance hasn't outpaced the broader Japanese market. Japan's long-term economic challenges include deflation and demographic issues, but companies like Toyota and Honda maintain strong global presence and profitability.
Positive
Seeking Alpha
3 months ago
Japan: Hotter Than Expected Inflation, Output Rebound Should Support The BoJ's Policy Normalization
Today's data were a mixed bag, but the Bank of Japan will pay more attention to the sharp rise in Tokyo's inflation. Tokyo consumer prices rose more than expected to 2.6% YoY (vs 2.2% in July, 2.3% market consensus).
Neutral
Seeking Alpha
4 months ago
BoJ Hikes By 25 Bps And Starts QT: Too Little Too Late, But In Right Direction To Prop Up The Plunging Yen
The “real” policy rate is massively negative, with the new policy rate of 0.25% far below Core CPI of 2.6%. When QT reaches about ¥3 trillion per month in 2026, it would represent a reduction of its JGB holdings of about 0.5% per month.
Neutral
Seeking Alpha
4 months ago
EWJV ETF: Better To Wait For A Pullback
EWJV provides low-cost access to 134 large and mid-cap Japanese stocks with value characteristics. Despite outperforming developed markets by over 2x during the past year, EWJV's valuations still look reasonable. The growth landscape does not look too alluring in Japan.
Positive
Seeking Alpha
6 months ago
Escape Velocity: Japan's Drift Toward Sustained Inflation
Japan has been struggling for some time to generate enough velocity in inflation to escape the gravitational pull of deflation. The story for the rest of 2024 and into 2025 is now centered on whether inflation will be sustained at the BOJ's 2% target.
Neutral
Seeking Alpha
6 months ago
What's The Next Step For The Bank of Japan?
In March, the Bank of Japan abolished its 8-year-old negative interest rate policy, hiking rates for the first time in 17 years by raising its benchmark rate to 0-0.1%. To combat inflation while also avoiding an excessive surge in interest payments, the BOJ is considering passive quantitative tightening.
Positive
Seeking Alpha
6 months ago
Mixed Japanese Data Supports BoJ's Policy Normalization
We'd rather downplay the weaker-than-expected manufacturing data and focus on a solid recovery in retail sales and a reacceleration in inflation, which will be welcomed by the Bank of Japan. Inflation has been quite choppy due to various government programmes and utility prices.
Positive
Seeking Alpha
7 months ago
What Has Led To Japan's Come-Back?
By end-April 2024, Japanese equities had outperformed the FTSE All-World index over 12 months and in the year to date. Japan has undertaken significant structural corporate reforms in recent years.
Positive
Seeking Alpha
7 months ago
Weak Yen Unlikely To End Japan's Rally
A weak yen is unlikely to end the positive momentum in Japanese equities. The drivers of the recent rally remain, so we stay overweight Japanese stocks.
Positive
Seeking Alpha
7 months ago
EWJV: A Value Tilted Japan Fund That Works
The long-term case for investing in Japan's stock market may still be strong, despite short-term concerns about the Yen's volatility. The iShares MSCI Japan Value ETF is a value-driven option for investors interested in Japanese stocks trading at discounts to their intrinsic worth. The EWJV ETF's portfolio consists of well-established companies like Toyota, Mitsubishi UFJ Financial Group, and Mitsubishi Corp, with a focus on undervalued businesses with solid fundamentals.
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