EWP β€” ISHARES INC

Ownership history in AE Wealth Management LLC  Β·  4 quarters on record

AI Ownership Summary

AE Wealth Management LLC reported ISHARES INC (EWP) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows EWP at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EWP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AE Wealth Management LLC's position in ISHARES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

EWP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AE Wealth Management LLC held EWP β€” position size vs. price
% of Fund (quarterly)    EWP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 34 β€” 0% 0.00% $2K 2025-11-03 $49.44
2025 Q2 UNCHANGED 34 β€” 0% 0.00% $1K 2025-08-06 $45.53
2025 Q1 REDUCED 34 -43 -55.8% 0.00% $1K 2025-05-06 $40.14
2024 Q4 INITIATED 77 β€” β€” 0.00% $2K 2025-02-13 $34.07

FAQ About AE Wealth Management LLC and EWP

These are the practical questions this page is built to answer before you even open the full history table.

How long has AE Wealth Management LLC reported owning EWP?

AE Wealth Management LLC reported EWP across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported EWP position in AE Wealth Management LLC's portfolio?

The largest reported portfolio weight for EWP was 0.00% in 2024 Q4.

What is the latest reported EWP position on this page?

The most recent filing on this page is 2025 Q3, when AE Wealth Management LLC reported 34 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this EWP ownership page compare?

The chart compares AE Wealth Management LLC's quarterly EWP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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