EWZ β€” ISHARES MSCI

Ownership history in FLAGSHIP HARBOR ADVISORS, LLC  Β·  12 quarters on record

AI Ownership Summary

FLAGSHIP HARBOR ADVISORS, LLC reported ISHARES MSCI (EWZ) in 12 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 1.13% in 2024 Q1. The latest visible filing shows EWZ at 0.05% 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 EWZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FLAGSHIP HARBOR ADVISORS, LLC's position in ISHARES MSCI, 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 Q3

EWZ was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.13% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2025 Q3

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 FLAGSHIP HARBOR ADVISORS, LLC held EWZ β€” position size vs. price
% of Fund (quarterly)    EWZ 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 Q3 REDUCED 33,012 -507,967 -93.9% 0.05% $902K 2025-12-02 $32.88
2024 Q1 ADDED 540,979 +540,839 +386313.6% 1.13% $17.5M 2024-04-16 $26.40
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding EWZ

As of 2026 Q1 β€” sorted by position size

Marex Group plc 0.02%

FAQ About FLAGSHIP HARBOR ADVISORS, LLC and EWZ

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

How long has FLAGSHIP HARBOR ADVISORS, LLC reported owning EWZ?

FLAGSHIP HARBOR ADVISORS, LLC reported EWZ across 2 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported EWZ position in FLAGSHIP HARBOR ADVISORS, LLC's portfolio?

The largest reported portfolio weight for EWZ was 1.13% in 2024 Q1.

What is the latest reported EWZ position on this page?

The most recent filing on this page is 2025 Q3, when FLAGSHIP HARBOR ADVISORS, LLC reported 33,012 shares, equal to 0.05% of portfolio, with an estimated market value of $902K.

What does the chart on this EWZ ownership page compare?

The chart compares FLAGSHIP HARBOR ADVISORS, LLC's quarterly EWZ 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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