iShares MSCI Japan ETF Gains $1 Billion Inflows Despite Weekly 1% Drop

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Last week, iShares MSCI Japan ETF received $1.0 billion of net inflows despite a 1% weekly decline, lifting its year-to-date gain to over 13%. Investors are reallocating to Japan ETFs on renewed U.S. tariff uncertainty after a Supreme Court decision led to a temporary 15% import duty announcement.

1. ETF Inflows Surge

iShares MSCI Japan ETF recorded $1.0 billion of net investor inflows in the latest week, marking its largest weekly intake this year and reflecting strong global demand for Japan equity exposure.

2. Tariff Uncertainty Spurs Rotation

Renewed U.S. trade policy uncertainty, highlighted by a Supreme Court decision that struck down previous tariffs and prompted a temporary 15% import duty announcement, has driven investors to diversify into Japan equities via EWJ.

3. Performance and Currency Dynamics

Despite the inflows, EWJ declined 1% over the week, influenced by yen appreciation against the dollar and profit-taking, while maintaining a 13% gain year-to-date.

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