EWC β€” ISHARES INC

Ownership history in EP Wealth Advisors, LLC  Β·  3 quarters on record

AI Ownership Summary

EP Wealth Advisors, LLC reported ISHARES INC (EWC) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q2. The latest visible filing shows EWC 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 EWC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EP Wealth Advisors, LLC'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
2025 Q2

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

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q2

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 EP Wealth Advisors, LLC held EWC β€” position size vs. price
% of Fund (quarterly)    EWC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 3,044 -127 -4.0% 0.00% $141K 2025-08-14 $46.91
2025 Q1 REDUCED 3,171 -393 -11.0% 0.00% $129K 2025-05-15 $43.15
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding EWC

As of 2026 Q1 β€” sorted by position size

Stairway Partners, LLC 3Y 7Y 2.31%

FAQ About EP Wealth Advisors, LLC and EWC

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

How long has EP Wealth Advisors, LLC reported owning EWC?

EP Wealth Advisors, LLC reported EWC across 2 quarterly 13F filings, from 2025 Q1 through 2025 Q2.

What was the largest reported EWC position in EP Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for EWC was 0.00% in 2025 Q1.

What is the latest reported EWC position on this page?

The most recent filing on this page is 2025 Q2, when EP Wealth Advisors, LLC reported 3,044 shares, equal to 0.00% of portfolio, with an estimated market value of $141K.

What does the chart on this EWC ownership page compare?

The chart compares EP Wealth Advisors, LLC's quarterly EWC 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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