Financial & Tax Architects, LLC EWO β€” ISHARES INC

Ownership history in Financial & Tax Architects, LLC  Β·  2 quarters on record

AI Ownership Summary

Financial & Tax Architects, LLC reported ISHARES INC (EWO) in 2 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.48% in 2026 Q2. The latest visible filing shows EWO at 0.48% 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 EWO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial & Tax Architects, 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 Q2

EWO was reported at 0.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2026 Q2

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

Time in book
Holding Window
2025 Q2 to 2026 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 Financial & Tax Architects, LLC held EWO β€” position size vs. price
% of Fund (quarterly)    EWO 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)
2026 Q2 ADDED β€” β€” β€” 53,526 +8,515 +18.9% 0.48% $2.3M 2026-07-23 $41.80
2025 Q2 INITIATED β€” β€” β€” 45,011 β€” β€” 0.32% $1.3M 2025-08-13 $30.93

FAQ About Financial & Tax Architects, LLC and EWO

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

How long has Financial & Tax Architects, LLC reported owning EWO?

Financial & Tax Architects, LLC reported EWO across 2 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported EWO position in Financial & Tax Architects, LLC's portfolio?

The largest reported portfolio weight for EWO was 0.48% in 2026 Q2.

What is the latest reported EWO position on this page?

The most recent filing on this page is 2026 Q2, when Financial & Tax Architects, LLC reported 53,526 shares, equal to 0.48% of portfolio, with an estimated market value of $2.3M.

What does the chart on this EWO ownership page compare?

The chart compares Financial & Tax Architects, LLC's quarterly EWO 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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