Evelyn Partners Asset Management Ltd EWG β€” ISHARES INC

Ownership history in Evelyn Partners Asset Management Ltd  Β·  2 quarters on record

AI Ownership Summary

Evelyn Partners Asset Management Ltd reported ISHARES INC (EWG) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 1.17% in 2025 Q4. The latest visible filing shows EWG at 1.17% 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.

What this EWG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Evelyn Partners Asset Management Ltd'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 Q4

EWG was reported at 1.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.17% in 2025 Q4

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

Time in book
Holding Window
2025 Q3 to 2025 Q4

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 Evelyn Partners Asset Management Ltd held EWG β€” position size vs. price
% of Fund (quarterly)    EWG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 117,464 +14,800 +14.4% 1.17% $5.0M 2026-02-13 $43.11
2025 Q3 INITIATED β€” β€” β€” 102,664 β€” β€” 0.96% $4.3M 2025-11-14 $40.06

🏒 Other funds also holding EWG

As of 2026 Q2 β€” sorted by position size

CX Institutional 3Y 7Y 0.01%

FAQ About Evelyn Partners Asset Management Ltd and EWG

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

How long has Evelyn Partners Asset Management Ltd reported owning EWG?

Evelyn Partners Asset Management Ltd reported EWG across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported EWG position in Evelyn Partners Asset Management Ltd's portfolio?

The largest reported portfolio weight for EWG was 1.17% in 2025 Q4.

What is the latest reported EWG position on this page?

The most recent filing on this page is 2025 Q4, when Evelyn Partners Asset Management Ltd reported 117,464 shares, equal to 1.17% of portfolio, with an estimated market value of $5.0M.

What does the chart on this EWG ownership page compare?

The chart compares Evelyn Partners Asset Management Ltd's quarterly EWG 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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