EWQ β€” iShares ETFs/USA

Ownership history in CX Institutional  Β·  24 quarters on record

AI Ownership Summary

CX Institutional reported iShares ETFs/USA (EWQ) in 24 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.72% in 2024 Q1. The latest visible filing shows EWQ 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 EWQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CX Institutional's position in iShares ETFs/USA, 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

EWQ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.72% in 2024 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.

How CX Institutional held EWQ β€” position size vs. price
% of Fund (quarterly)    EWQ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,154 -456 -28.3% 0.00% $50 2026-04-06 $44.16
2025 Q4 REDUCED 1,610 -184 -10.3% 0.00% $72K 2026-02-02 $45.68
2025 Q3 REDUCED 1,794 -1,457 -44.8% 0.00% $79K 2025-10-23 $45.04
2025 Q2 REDUCED 3,251 -368 -10.2% 0.00% $139K 2025-07-11 $43.06
2025 Q1 REDUCED 3,619 -389,994 -99.1% 0.01% $144K 2025-04-15 $37.94
2024 Q3 ADDED 393,613 +27,137 +7.4% 0.71% $15.9M 2024-10-11 $37.99
2024 Q2 ADDED 366,476 +4,376 +1.2% 0.65% $13.8M 2024-07-11 $37.64
2024 Q1 ADDED 362,100 +103,873 +40.2% 0.72% $15.0M 2024-04-15 $37.37
2023 Q4 REDUCED 258,227 -144,332 -35.9% 0.54% $10.1M 2024-01-12 $36.25
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding EWQ

As of 2026 Q1 β€” sorted by position size

Boltwood Capital Management 3Y 7Y 0.11% Marex Group plc 0.01%

FAQ About CX Institutional and EWQ

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

How long has CX Institutional reported owning EWQ?

CX Institutional reported EWQ across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EWQ position in CX Institutional's portfolio?

The largest reported portfolio weight for EWQ was 0.72% in 2024 Q1.

What is the latest reported EWQ position on this page?

The most recent filing on this page is 2026 Q1, when CX Institutional reported 1,154 shares, equal to 0.00% of portfolio, with an estimated market value of $50.

What does the chart on this EWQ ownership page compare?

The chart compares CX Institutional's quarterly EWQ 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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