Idaho Trust Co EWK — ISHARES INC

Ownership history in Idaho Trust Co  ·  8 quarters on record

AI Ownership Summary

Idaho Trust Co reported ISHARES INC (EWK) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.11% in 2026 Q1. The latest visible filing shows EWK at 0.11% 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 EWK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Idaho Trust Co'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

EWK was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% 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 Q2 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.

EWK stock page Idaho Trust Co fund profile Idaho Trust Co full holdings
How Idaho Trust Co held EWK — position size vs. price
% of Fund (quarterly)    EWK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 14,125 +565 +4.2% 0.11% $343K 2026-05-08 $26.30
2025 Q4 ADDED — — — 13,560 +4,615 +51.6% 0.11% $330K 2026-02-05 $26.47
2025 Q3 REDUCED 18.3% +4.9% ❌ 8,945 -2,007 -18.3% 0.07% $208K 2025-11-14 $24.08
2025 Q2 REDUCED — — — 10,952 -127 -1.1% 0.09% $241K 2025-08-13 $22.56
2024 Q3 ADDED — — — 11,079 +361 +3.4% 0.11% $231K 2024-11-14 $18.61
2024 Q2 ADDED — — — 10,718 +367 +3.5% 0.10% $197K 2024-08-08 $18.66
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EWK

As of 2026 Q1 — sorted by position size

Moran Wealth Management, LLC 3Y 0.26% FLOW TRADERS U.S. LLC 3Y 7Y 0.02% Equitable Holdings, Inc. 3Y 0.01% OLD MISSION CAPITAL LLC 3Y 7Y 0.0% Cetera Investment Advisers 3Y 7Y 0.0% CALDWELL SUTTER CAPITAL, INC. 3Y 0.0% Quantbot Technologies LP 3Y 7Y 0.0% BlackRock, Inc. 0.0% MAI Capital Management 3Y 7Y 0.0% HighTower Advisors, LLC 3Y 7Y 0.0%

FAQ About Idaho Trust Co and EWK

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

How long has Idaho Trust Co reported owning EWK?

Idaho Trust Co reported EWK across 6 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported EWK position in Idaho Trust Co's portfolio?

The largest reported portfolio weight for EWK was 0.11% in 2026 Q1.

What is the latest reported EWK position on this page?

The most recent filing on this page is 2026 Q1, when Idaho Trust Co reported 14,125 shares, equal to 0.11% of portfolio, with an estimated market value of $343K.

What does the chart on this EWK ownership page compare?

The chart compares Idaho Trust Co's quarterly EWK 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 Idaho Trust Co time their EWK position?

Based on 13F filing dates vs. subsequent EWK price moves, Idaho Trust Co correctly timed 1 out of 7 reported position changes (14%). The annualised alpha on EWK relative to SPY over the holding period was -1.8%.

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