Avestar Capital, LLC EWQ — ISHARES INC

Ownership history in Avestar Capital, LLC  ·  5 quarters on record

AI Ownership Summary

Avestar Capital, LLC reported ISHARES INC (EWQ) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.07% in 2026 Q1. The latest visible filing shows EWQ at 0.06% 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 EWQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avestar Capital, 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 Q2

EWQ was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q1

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

Time in book
Holding Window
2025 Q2 to 2026 Q2

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.

EWQ stock page Avestar Capital, LLC fund profile Avestar Capital, LLC full holdings
How Avestar Capital, LLC held EWQ — position size vs. price
% of Fund (quarterly)    EWQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 22,630 -979 -4.1% 0.06% $1.0M 2026-07-29 $45.51
2026 Q1 ADDED — — — 23,609 +1,907 +8.8% 0.07% $1.0M 2026-05-13 $44.09
2025 Q4 UNCHANGED — — — 21,702 — 0% 0.06% $976K 2026-02-10 $45.74
2025 Q3 ADDED — — — 21,702 +8,131 +59.9% 0.06% $953K 2025-11-07 $42.54
2025 Q2 INITIATED — — — 13,571 — — 0.04% $581K 2025-08-13 $42.09

🏢 Other funds also holding EWQ

As of 2026 Q2 — sorted by position size

Vertex Investment Solutions Co., Ltd. 1.17% Pictet North America Advisors SA 3Y 7Y 0.43% VISIONARY HORIZONS, LLC 0.3% Millburn Ridgefield LLC /DE/ 3Y 7Y 0.15% Catalyst Capital Advisors LLC 3Y 7Y 0.13% AlphaCentric Advisors LLC 3Y 0.13% Boltwood Capital Management 3Y 7Y 0.12% Rice Partnership, LLC 3Y 7Y 0.05% BLUELINE ADVISORS LLC 0.0% Ashton Thomas Private Wealth, LLC 0.0%

FAQ About Avestar Capital, LLC and EWQ

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

How long has Avestar Capital, LLC reported owning EWQ?

Avestar Capital, LLC reported EWQ across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported EWQ position in Avestar Capital, LLC's portfolio?

The largest reported portfolio weight for EWQ was 0.07% in 2026 Q1.

What is the latest reported EWQ position on this page?

The most recent filing on this page is 2026 Q2, when Avestar Capital, LLC reported 22,630 shares, equal to 0.06% of portfolio, with an estimated market value of $1.0M.

What does the chart on this EWQ ownership page compare?

The chart compares Avestar Capital, LLC's quarterly EWQ 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 Avestar Capital, LLC time their EWQ position?

Based on 13F filing dates vs. subsequent EWQ price moves, Avestar Capital, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on EWQ relative to SPY over the holding period was +6384.0%.

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