Alaska Wealth Advisors, LLC EWJ ISHARES INC

Ownership history in Alaska Wealth Advisors, LLC  ·  13 quarters on record

AI Ownership Summary

Alaska Wealth Advisors, LLC reported ISHARES INC (EWJ) in 13 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.21% in 2025 Q2. The latest visible filing shows EWJ at 0.10% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EWJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Alaska Wealth Advisors, 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
2026 Q1

EWJ was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.21% in 2025 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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 Alaska Wealth Advisors, LLC held EWJ — position size vs. price
% of Fund (quarterly)    EWJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 9,933 -7,907 -44.3% 0.10% $839K 2026-04-24 $87.32
2025 Q4 REDUCED 84.3% +4.6% 17,840 -95,469 -84.3% 0.18% $1.4M 2026-02-13 $93.85
2025 Q3 ADDED 113,309 +760 +0.7% 1.19% $9.1M 2025-10-31 $80.44
2025 Q2 ADDED 112,549 +3,485 +3.2% 1.21% $8.4M 2025-07-29 $71.22
2025 Q1 ADDED 109,064 +4,857 +4.7% 1.17% $7.5M 2025-05-01 $68.05
2024 Q4 ADDED 104,207 +3,382 +3.4% 1.09% $7.0M 2025-01-29 $65.12
2024 Q3 ADDED 100,825 +2,149 +2.2% 1.08% $7.2M 2024-11-04 $64.06
2024 Q2 ADDED 98,676 +97,173 +6465.3% 1.04% $6.7M 2024-07-22 $66.19
2024 Q1 ADDED 1,503 +1,356 +922.4% 0.02% $107K 2024-04-18 $62.51
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Alaska Wealth Advisors, LLC and EWJ

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

How long has Alaska Wealth Advisors, LLC reported owning EWJ?

Alaska Wealth Advisors, LLC reported EWJ across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported EWJ position in Alaska Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for EWJ was 1.21% in 2025 Q2.

What is the latest reported EWJ position on this page?

The most recent filing on this page is 2026 Q1, when Alaska Wealth Advisors, LLC reported 9,933 shares, equal to 0.10% of portfolio, with an estimated market value of $839K.

What does the chart on this EWJ ownership page compare?

The chart compares Alaska Wealth Advisors, LLC's quarterly EWJ 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.

How well did Alaska Wealth Advisors, LLC time their EWJ position?

Based on 13F filing dates vs. subsequent EWJ price moves, Alaska Wealth Advisors, LLC correctly timed 8 out of 12 reported position changes (67%). The annualised alpha on EWJ relative to SPY over the holding period was -4.2%.

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