EWI — iShares ETFs/USA

Ownership history in CX Institutional  ·  11 quarters on record

This page tracks every 13F SEC filing in which CX Institutional reported a position in iShares ETFs/USA (EWI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.51% (2022 Q4)
Avg. % of fund
0.27%
First filed
2020 Q4
Last filed
2025 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 186 — 0% 0.00% $10K $51.28
2025 Q2 UNCHANGED 186 — 0% 0.00% $9K $47.52
2025 Q1 REDUCED 186 -310,113 -99.9% 0.00% $8K $41.05
2022 Q4 ADDED 310,299 +203,191 +189.7% 0.51% $8.4M $24.23
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EWI price (monthly, adj. close)

Other funds also holding EWI

As of 2025 Q4 — sorted by position size

Tradewinds Capital Management, LLC 3Y 7Y 3.38% Arlington Capital Management, Inc. 3Y 7Y 2.02% Adams Wealth Management 3Y 1.7% CacheTech Inc. 1.52% INNEALTA CAPITAL, LLC 3Y 7Y 1.35% Monument Capital Management 3Y 7Y 1.01% Prostatis Group LLC 0.97% Strategic Financial Partners, Ltd. 0.88% Fluent Financial, LLC 3Y 7Y 0.66% Brueske Advisory Services, LLC 0.6%
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