COLTON GROOME FINANCIAL ADVISORS, LLC EWC — ISHARES INC

Ownership history in COLTON GROOME FINANCIAL ADVISORS, LLC  ·  5 quarters on record

AI Ownership Summary

COLTON GROOME FINANCIAL ADVISORS, LLC reported ISHARES INC (EWC) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 1.0% in 2026 Q1. The latest visible filing shows EWC at 0.95% 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 EWC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was COLTON GROOME FINANCIAL 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 Q2

EWC was reported at 0.95% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.0% 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.

EWC stock page COLTON GROOME FINANCIAL ADVISORS, LLC fund profile COLTON GROOME FINANCIAL ADVISORS, LLC full holdings
How COLTON GROOME FINANCIAL ADVISORS, LLC held EWC — position size vs. price
% of Fund (quarterly)    EWC 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 ADDED — — — 67,836 +3,746 +5.8% 0.95% $3.9M 2026-07-22 $59.28
2026 Q1 ADDED — — — 64,090 +2,240 +3.6% 1.00% $3.5M 2026-04-30 $58.33
2025 Q4 ADDED — — — 61,850 +3,427 +5.9% 0.96% $3.3M 2026-02-10 $56.45
2025 Q3 ADDED — — — 58,423 +5,243 +9.9% 0.91% $3.0M 2025-10-30 $49.99
2025 Q2 INITIATED — — — 53,180 — — 0.83% $2.5M 2025-07-16 $45.84

🏢 Other funds also holding EWC

As of 2026 Q2 — sorted by position size

Stairway Partners, LLC 3Y 7Y 2.23% Polianta Ltd 3Y 7Y 2.11% Vertex Investment Solutions Co., Ltd. 1.15% CUMBERLAND ADVISORS INC 3Y 7Y 1.02% SENTINEL PENSION ADVISORS, LLC 3Y 0.98% Ocean Park Asset Management, LLC 3Y 0.83% Monument Capital Management 3Y 7Y 0.81% Onyx Bridge Wealth Group LLC 3Y 0.54% Sava Infond d.o.o. 0.54% Millburn Ridgefield LLC /DE/ 3Y 7Y 0.47%

FAQ About COLTON GROOME FINANCIAL ADVISORS, LLC and EWC

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

How long has COLTON GROOME FINANCIAL ADVISORS, LLC reported owning EWC?

COLTON GROOME FINANCIAL ADVISORS, LLC reported EWC across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported EWC position in COLTON GROOME FINANCIAL ADVISORS, LLC's portfolio?

The largest reported portfolio weight for EWC was 1.00% in 2026 Q1.

What is the latest reported EWC position on this page?

The most recent filing on this page is 2026 Q2, when COLTON GROOME FINANCIAL ADVISORS, LLC reported 67,836 shares, equal to 0.95% of portfolio, with an estimated market value of $3.9M.

What does the chart on this EWC ownership page compare?

The chart compares COLTON GROOME FINANCIAL ADVISORS, LLC's quarterly EWC 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 COLTON GROOME FINANCIAL ADVISORS, LLC time their EWC position?

Based on 13F filing dates vs. subsequent EWC price moves, COLTON GROOME FINANCIAL ADVISORS, LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on EWC relative to SPY over the holding period was +6.7%.

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