Boltwood Capital Management EWJ — ISHARES INC

Ownership history in Boltwood Capital Management  ·  10 quarters on record

AI Ownership Summary

Boltwood Capital Management reported ISHARES INC (EWJ) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.14% in 2026 Q1. The latest visible filing shows EWJ at 0.14% 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 EWJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Boltwood Capital Management'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 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% 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
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.

EWJ stock page Boltwood Capital Management fund profile Boltwood Capital Management full holdings
How Boltwood Capital Management 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 6,475 +850 +15.1% 0.14% $547K 2026-04-08 $89.41
2025 Q4 ADDED — — — 5,625 +400 +7.7% 0.12% $454K 2026-01-02 $81.33
2025 Q3 UNCHANGED — — — 5,225 — 0% 0.11% $419K 2025-10-06 $80.27
2025 Q2 REDUCED 5.4% +7.4% ❌ 5,225 -300 -5.4% 0.11% $392K 2025-07-08 $70.55
2025 Q1 REDUCED 9.4% +10.2% ❌ 5,525 -575 -9.4% 0.12% $379K 2025-04-10 $61.41
2024 Q4 ADDED — — — 6,100 +1,500 +32.6% 0.12% $409K 2025-01-06 $64.48
2024 Q3 REDUCED 16.4% -4.7% ✅ 4,600 -900 -16.4% 0.10% $329K 2024-10-02 $67.06
2024 Q2 ADDED — — — 5,500 +400 +7.8% 0.12% $375K 2024-07-08 $65.55
2024 Q1 ADDED — — — 5,100 +1,950 +61.9% 0.11% $364K 2024-04-04 $65.11
2023 Q4 INITIATED — — — 3,150 — — 0.07% $202K 2024-01-05 $59.37

🏢 Other funds also holding EWJ

As of 2026 Q1 — sorted by position size

Ehrenkranz Partners L.P. 19.99% Kemnay Advisory Services Inc. 3Y 7Y 15.46% Board of Trustees of The Leland Stanford Junior University 3Y 7Y 9.66% Keewaydin Investments LLC 9.22% Stephens Greth Foundation 7.59% Oasis Management Co Ltd. 3Y 7Y 7.38% METLIFE INC 3Y 7Y 6.93% Lalia Capital, LLC 6.4% III Capital Management 3Y 5.8% FPC INVESTMENT ADVISORY, INC. 4.12%

FAQ About Boltwood Capital Management and EWJ

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

How long has Boltwood Capital Management reported owning EWJ?

Boltwood Capital Management reported EWJ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EWJ position in Boltwood Capital Management's portfolio?

The largest reported portfolio weight for EWJ was 0.14% in 2026 Q1.

What is the latest reported EWJ position on this page?

The most recent filing on this page is 2026 Q1, when Boltwood Capital Management reported 6,475 shares, equal to 0.14% of portfolio, with an estimated market value of $547K.

What does the chart on this EWJ ownership page compare?

The chart compares Boltwood Capital Management'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 Boltwood Capital Management time their EWJ position?

Based on 13F filing dates vs. subsequent EWJ price moves, Boltwood Capital Management correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on EWJ relative to SPY over the holding period was +0.6%.

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