QUAL ISHARES TR

Ownership history in EWA, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which EWA, LLC reported a position in ISHARES TR (QUAL). 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
10.29% (2025 Q1)
Avg. % of fund
7.13%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 68,318 -53,379 -43.9% 3.31% $13.6M $198.20
2025 Q3 REDUCED 121,697 -26,994 -18.2% 6.55% $23.7M $193.49
2025 Q2 REDUCED 148,691 -13,311 -8.2% 8.56% $27.2M $181.43
2025 Q1 ADDED 162,002 +19,374 +13.6% 10.29% $27.7M $169.22
2024 Q4 ADDED 142,628 +4,284 +3.1% 9.54% $25.4M $175.94
2024 Q3 ADDED 138,344 +4,409 +3.3% 9.02% $25.3M $176.62
2024 Q2 ADDED 133,935 +877 +0.7% 9.57% $23.1M $167.69
2024 Q1 ADDED 133,058 +13,002 +10.8% 9.74% $21.7M $161.07
2023 Q4 ADDED 120,056 +79,351 +194.9% 9.04% $18.5M $143.88
2023 Q3 ADDED 40,705 +5,154 +14.5% 3.63% $5.6M $128.39
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    QUAL price (monthly, adj. close)
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