Evernest Financial Advisors, LLC EWJ — ISHARES INC

Ownership history in Evernest Financial Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

Evernest Financial Advisors, LLC reported ISHARES INC (EWJ) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.7% in 2026 Q1. The latest visible filing shows EWJ at 0.70% 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 EWJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Evernest Financial 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
2026 Q1

EWJ was reported at 0.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.7% in 2026 Q1

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

Time in book
Holding Window
2024 Q3 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 Evernest Financial Advisors, LLC fund profile Evernest Financial Advisors, LLC full holdings
How Evernest Financial Advisors, LLC 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 38,501 +8,976 +30.4% 0.70% $3.4M 2026-05-04 $88.12
2025 Q4 ADDED — — — 29,525 +4,728 +19.1% 0.56% $2.7M 2026-02-13 $93.85
2025 Q3 ADDED — — — 24,797 +2,369 +10.6% 0.56% $2.0M 2025-11-12 $81.30
2025 Q2 ADDED — — — 22,428 +312 +1.4% 0.54% $1.7M 2025-07-28 $71.59
2025 Q1 REDUCED — — — 22,116 -783 -3.4% 0.54% $1.5M 2025-05-12 $69.61
2024 Q4 ADDED — — — 22,899 +528 +2.4% 0.40% $1.5M 2025-01-23 $64.85
2024 Q3 INITIATED — — — 22,371 — — 0.43% $1.6M 2024-10-21 $64.93

🏢 Other funds also holding EWJ

As of 2026 Q1 — sorted by position size

Ehrenkranz Partners L.P. 19.99% Kemnay Advisory Services Inc. 3Y 7Y 15.46% Board of Trustees of The Leland Stanford Junior University 3Y 7Y 9.66% Keewaydin Investments LLC 9.22% Stephens Greth Foundation 7.59% Oasis Management Co Ltd. 3Y 7Y 7.38% METLIFE INC 3Y 7Y 6.93% Lalia Capital, LLC 6.4% III Capital Management 3Y 5.8% FPC INVESTMENT ADVISORY, INC. 4.12%

FAQ About Evernest Financial Advisors, LLC and EWJ

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

How long has Evernest Financial Advisors, LLC reported owning EWJ?

Evernest Financial Advisors, LLC reported EWJ across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported EWJ position in Evernest Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for EWJ was 0.70% in 2026 Q1.

What is the latest reported EWJ position on this page?

The most recent filing on this page is 2026 Q1, when Evernest Financial Advisors, LLC reported 38,501 shares, equal to 0.70% of portfolio, with an estimated market value of $3.4M.

What does the chart on this EWJ ownership page compare?

The chart compares Evernest Financial Advisors, LLC'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 Evernest Financial Advisors, LLC time their EWJ position?

Based on 13F filing dates vs. subsequent EWJ price moves, Evernest Financial Advisors, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on EWJ relative to SPY over the holding period was +5.4%.

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