EWM ISHARES INC

Ownership history in Blue Trust, Inc.  ·  16 quarters on record

AI Ownership Summary

Blue Trust, Inc. reported ISHARES INC (EWM) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows EWM 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Blue Trust, Inc.'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

EWM 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
2023 Q4 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 Blue Trust, Inc. held EWM — position size vs. price
% of Fund (quarterly)    EWM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 1,038 0% 0.00% $29K 2026-04-20 $29.05
2025 Q4 UNCHANGED 1,038 0% 0.00% $28K 2026-01-16 $28.17
2025 Q3 UNCHANGED 1,038 0% 0.00% $27K 2025-10-16 $25.18
2025 Q2 REDUCED 1,038 -8,576 -89.2% 0.00% $25K 2025-07-24 $23.92
2025 Q1 REDUCED 9,614 -2,007 -17.3% 0.00% $222K 2025-04-21 $22.20
2024 Q4 ADDED 11,621 +4,661 +67.0% 0.00% $314K 2025-01-22 $23.13
2024 Q3 ADDED 6,960 +1,034 +17.4% 0.00% $156K 2024-10-17 $24.40
2024 Q2 UNCHANGED 5,926 0% 0.00% $129K 2024-07-18 $22.04
2024 Q1 ADDED 5,926 +271 +4.8% 0.00% $129K 2024-05-01 $20.61
2023 Q4 ADDED 5,655 +2,030 +56.0% 0.00% $116 2024-01-18 $19.49
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Blue Trust, Inc. and EWM

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

How long has Blue Trust, Inc. reported owning EWM?

Blue Trust, Inc. reported EWM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EWM position in Blue Trust, Inc.'s portfolio?

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

What is the latest reported EWM position on this page?

The most recent filing on this page is 2026 Q1, when Blue Trust, Inc. reported 1,038 shares, equal to 0.00% of portfolio, with an estimated market value of $29K.

What does the chart on this EWM ownership page compare?

The chart compares Blue Trust, Inc.'s quarterly EWM 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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