EWZ ISHARES

Ownership history in Edgestream Partners, L.P.  ·  22 quarters on record

This page tracks every 13F SEC filing in which Edgestream Partners, L.P. reported a position in ISHARES (EWZ). 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
1.87% (2016 Q2)
Avg. % of fund
0.24%
First filed
2016 Q2
Last filed
2025 Q3
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 7,510 -7,571 -50.2% 0.01% $233K $29.95
2024 Q1 ADDED 15,081 +7,657 +103.1% 0.02% $489K $28.45
2023 Q4 REDUCED 7,424 -836 -10.1% 0.02% $260K $30.68
2023 Q3 ADDED 8,260 +719 +9.5% 0.02% $253K $25.99
2023 Q1 REDUCED 7,541 -19,272 -71.9% 0.02% $206K $22.65
2022 Q2 ADDED 26,813 +13,589 +102.8% 0.06% $734K $21.08
2022 Q1 REDUCED 13,224 -39,563 -74.9% 0.04% $500K $27.80
2021 Q3 ADDED 52,787 +33,158 +168.9% 0.10% $1.7M $21.97
2021 Q2 REDUCED 19,629 -16,167 -45.2% 0.05% $796K $27.72
2021 Q1 REDUCED 35,796 -111,535 -75.7% 0.07% $1.2M $22.52
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EWZ price (monthly, adj. close)
← Back to Edgestream Partners, L.P. Holdings