Lattice Strategies LLC EWM β€” ISHARES INC

Ownership history in Lattice Strategies LLC  Β·  9 quarters on record

AI Ownership Summary

Lattice Strategies LLC reported ISHARES INC (EWM) in 9 quarterly 13F filings .

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 EWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lattice Strategies 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
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
9 quarters

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.

EWM stock page Lattice Strategies LLC fund profile Lattice Strategies LLC full holdings
How Lattice Strategies LLC held EWM β€” position size vs. price
% of Fund (quarterly)    EWM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding EWM

As of 2026 Q1 β€” sorted by position size

Cairn Investment Group, Inc. 3Y 3.73% Whitcomb & Hess, Inc. 3Y 2.45% Millburn Ridgefield LLC /DE/ 3Y 7Y 0.13% Congress Park Capital LLC 3Y 7Y 0.12% USS Investment Management Ltd 3Y 7Y 0.11% OPPENHEIMER & CO INC 3Y 7Y 0.04% SBI Securities Co., Ltd. 0.01% BANQUE PICTET & CIE SA 3Y 7Y 0.01% Pacifica Partners Inc. 3Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About Lattice Strategies LLC and EWM

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

How long has Lattice Strategies LLC reported owning EWM?

Lattice Strategies LLC reported EWM across 0 quarterly 13F filings.

What was the largest reported EWM position in Lattice Strategies LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for EWM in Lattice Strategies LLC.

What is the latest reported EWM position on this page?

The most recent filing on this page is 2019 Q1, when Lattice Strategies LLC reported 46,750 shares, equal to 1.28% of portfolio, with an estimated market value of $1.4M.

What does the chart on this EWM ownership page compare?

The chart compares Lattice Strategies LLC's quarterly EWM 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 Lattice Strategies LLC time their EWM position?

Based on 13F filing dates vs. subsequent EWM price moves, Lattice Strategies LLC correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on EWM relative to SPY over the holding period was -8.2%.

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