E&G Advisors, LP EWJ — ISHARES INC

Ownership history in E&G Advisors, LP  ·  38 quarters on record

AI Ownership Summary

E&G Advisors, LP reported ISHARES INC (EWJ) in 38 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.55% in 2023 Q4. The latest visible filing shows EWJ at 0.40% 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 EWJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was E&G Advisors, LP'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 Q1

EWJ was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.55% in 2023 Q4

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.

EWJ stock page E&G Advisors, LP fund profile E&G Advisors, LP full holdings
How E&G Advisors, LP held EWJ — position size vs. price
% of Fund (quarterly)    EWJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 21,383 -72 -0.3% 0.40% $1.8M 2026-04-21 $87.14
2025 Q4 ADDED — — — 21,455 +574 +2.7% 0.39% $1.7M 2026-01-23 $84.56
2025 Q3 REDUCED 6.9% +4.9% ❌ 20,881 -1,550 -6.9% 0.39% $1.7M 2025-10-21 $79.59
2025 Q2 REDUCED — — — 22,431 -72 -0.3% 0.44% $1.7M 2025-07-14 $69.80
2025 Q1 REDUCED — — — 22,503 -915 -3.9% 0.44% $1.5M 2025-04-23 $66.44
2024 Q4 UNCHANGED — — — 23,418 — 0% 0.43% $1.6M 2025-01-24 $65.48
2024 Q3 REDUCED — — — 23,418 -80 -0.3% 0.46% $1.7M 2024-10-18 $66.03
2024 Q2 REDUCED — — — 23,498 -680 -2.8% 0.47% $1.6M 2024-07-18 $66.28
2024 Q1 UNCHANGED — — — 24,178 — 0% 0.54% $1.7M 2024-04-19 $62.14
2023 Q4 REDUCED — — — 24,178 -8 -0.0% 0.55% $1.6M 2024-01-25 $61.61
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EWJ

As of 2026 Q1 — sorted by position size

Granite Bay Wealth Management, LLC 3Y 3.98% Barry Investment Advisors, LLC 3Y 7Y 3.78% Hyposwiss Advisors SA 3.57% RED CEDAR INVESTMENT MANAGEMENT, LLC 3Y 7Y 3.43% Israel Discount Bank of New York 3Y 7Y 3.23% Laurel Wealth Planning LLC 3Y 2.8% Tepp RIA, LLC 2.6% Keystone Global Partners, LLC 2.55% COOPER INVESTORS PTY LTD 2.47% OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 3Y 7Y 2.36%

FAQ About E&G Advisors, LP and EWJ

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

How long has E&G Advisors, LP reported owning EWJ?

E&G Advisors, LP reported EWJ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EWJ position in E&G Advisors, LP's portfolio?

The largest reported portfolio weight for EWJ was 0.55% in 2023 Q4.

What is the latest reported EWJ position on this page?

The most recent filing on this page is 2026 Q1, when E&G Advisors, LP reported 21,383 shares, equal to 0.40% of portfolio, with an estimated market value of $1.8M.

What does the chart on this EWJ ownership page compare?

The chart compares E&G Advisors, LP's quarterly EWJ 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 E&G Advisors, LP time their EWJ position?

Based on 13F filing dates vs. subsequent EWJ price moves, E&G Advisors, LP correctly timed 15 out of 34 reported position changes (44%). The annualised alpha on EWJ relative to SPY over the holding period was -5.8%.

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