Guardian Partners Inc. EWJV — ISHARES TR

Ownership history in Guardian Partners Inc.  ·  5 quarters on record

AI Ownership Summary

Guardian Partners Inc. reported ISHARES TR (EWJV) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.45% in 2025 Q1. The latest visible filing shows EWJV at 0.55% 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 EWJV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Guardian Partners Inc.'s position in ISHARES TR, 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

EWJV was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.45% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 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.

EWJV stock page Guardian Partners Inc. fund profile Guardian Partners Inc. full holdings
How Guardian Partners Inc. held EWJV — position size vs. price
% of Fund (quarterly)    EWJV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 59.9% +7.4% ❌ 171,300 -256,275 -59.9% 0.55% $6.8M 2026-02-14 (Est.) $47.57
2025 Q3 ADDED — — — 427,575 +386,199 +933.4% 1.40% $16.6M 2025-11-13 $38.01
2025 Q2 REDUCED 90.1% +12.7% ❌ 41,376 -376,454 -90.1% 0.13% $1.4M 2025-08-07 $35.20
2025 Q1 ADDED — — — 417,830 +41,127 +10.9% 1.45% $14.0M 2025-05-16 $32.72
2024 Q4 INITIATED — — — 376,703 — — 1.19% $11.7M 2025-02-11 $30.59

🏢 Other funds also holding EWJV

As of 2026 Q1 — sorted by position size

ANDERSON HOAGLAND & CO 3Y 7Y 0.95% TPG Advisors LLC 0.51% TRUST CO OF TOLEDO NA /OH/ 3Y 7Y 0.18% Gradient Capital Advisors, LLC 3Y 7Y 0.11% Breakwater Capital Group 3Y 0.09% Maridea Wealth Management LLC 0.07% Barry Investment Advisors, LLC 3Y 7Y 0.07% Northside Capital Management, LLC 3Y 7Y 0.06% Centurion Wealth Management LLC 3Y 0.05% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.01%

FAQ About Guardian Partners Inc. and EWJV

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

How long has Guardian Partners Inc. reported owning EWJV?

Guardian Partners Inc. reported EWJV across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported EWJV position in Guardian Partners Inc.'s portfolio?

The largest reported portfolio weight for EWJV was 1.45% in 2025 Q1.

What is the latest reported EWJV position on this page?

The most recent filing on this page is 2025 Q4, when Guardian Partners Inc. reported 171,300 shares, equal to 0.55% of portfolio, with an estimated market value of $6.8M.

What does the chart on this EWJV ownership page compare?

The chart compares Guardian Partners Inc.'s quarterly EWJV 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 Guardian Partners Inc. time their EWJV position?

Based on 13F filing dates vs. subsequent EWJV price moves, Guardian Partners Inc. correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on EWJV relative to SPY over the holding period was +34.2%.

← Back to Guardian Partners Inc. Holdings