CREATIVE FINANCIAL DESIGNS INC /ADV EWJV — ISHARES MSCI JAPAN VALUE ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  9 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported ISHARES MSCI JAPAN VALUE ETF (EWJV) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows EWJV at 0.01% 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 EWJV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in ISHARES MSCI JAPAN VALUE ETF, 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

EWJV was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 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.

EWJV stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held EWJV — position size vs. price
% of Fund (quarterly)    EWJV 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 ADDED — — — 2,136 +407 +23.5% 0.01% $91K 2026-04-13 $44.00
2025 Q4 ADDED — — — 1,729 +79 +4.8% 0.00% $69K 2026-02-06 $45.32
2025 Q3 ADDED — — — 1,650 +10 +0.6% 0.00% $64K 2025-11-14 (Est.) $38.63
2025 Q2 ADDED — — — 1,640 +9 +0.6% 0.00% $57K 2025-08-04 $34.37
2025 Q1 REDUCED 28.6% +5.6% ❌ 1,631 -654 -28.6% 0.00% $54K 2025-04-23 $31.78
2024 Q4 ADDED — — — 2,285 +326 +16.6% 0.01% $71K 2025-02-10 $30.52
2024 Q3 REDUCED 34.9% -2.5% ✅ 1,959 -1,049 -34.9% 0.01% $65K 2024-10-28 $28.87
2024 Q2 ADDED — — — 3,008 +2,576 +596.3% 0.01% $96K 2024-08-06 $27.16
2024 Q1 INITIATED — — — 432 — — 0.00% $14K 2024-05-01 $29.00

🏢 Other funds also holding EWJV

As of 2026 Q1 — sorted by position size

ANDERSON HOAGLAND & CO 3Y 7Y 0.95% TPG Advisors LLC 0.51% TRUST CO OF TOLEDO NA /OH/ 3Y 7Y 0.18% Gradient Capital Advisors, LLC 3Y 7Y 0.11% Breakwater Capital Group 3Y 0.09% Maridea Wealth Management LLC 0.07% Barry Investment Advisors, LLC 3Y 7Y 0.07% Northside Capital Management, LLC 3Y 7Y 0.06% Centurion Wealth Management LLC 3Y 0.05% Composition Wealth, LLC 3Y 7Y 0.0%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and EWJV

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

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning EWJV?

CREATIVE FINANCIAL DESIGNS INC /ADV reported EWJV across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported EWJV position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for EWJV was 0.01% in 2024 Q2.

What is the latest reported EWJV position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 2,136 shares, equal to 0.01% of portfolio, with an estimated market value of $91K.

What does the chart on this EWJV ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly EWJV 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 CREATIVE FINANCIAL DESIGNS INC /ADV time their EWJV position?

Based on 13F filing dates vs. subsequent EWJV price moves, CREATIVE FINANCIAL DESIGNS INC /ADV correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on EWJV relative to SPY over the holding period was +3.8%.

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