LIFE LINE WEALTH MANAGEMENT LLC EWG — ISHARES INC

Ownership history in LIFE LINE WEALTH MANAGEMENT LLC  ·  4 quarters on record

AI Ownership Summary

LIFE LINE WEALTH MANAGEMENT LLC reported ISHARES INC (EWG) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 16.48% in 2025 Q1. The latest visible filing shows EWG at 4.22% 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 EWG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LIFE LINE WEALTH MANAGEMENT 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
2025 Q4

EWG was reported at 4.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
16.48% 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
2025 Q1 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.

EWG stock page LIFE LINE WEALTH MANAGEMENT LLC fund profile LIFE LINE WEALTH MANAGEMENT LLC full holdings
How LIFE LINE WEALTH MANAGEMENT LLC held EWG — position size vs. price
% of Fund (quarterly)    EWG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 45.0% -6.7% ✅ 336,362 -275,021 -45.0% 4.22% $14.3M 2026-02-04 $43.25
2025 Q3 REDUCED — — — 611,383 -3,989 -0.6% 7.76% $25.4M 2025-11-12 $41.68
2025 Q2 REDUCED 49.0% -2.4% ✅ 615,372 -592,345 -49.0% 8.43% $26.0M 2025-07-07 $42.23
2025 Q1 INITIATED — — — 1,207,717 — — 16.48% $44.8M 2025-04-25 $38.72

🏢 Other funds also holding EWG

As of 2026 Q1 — sorted by position size

Rice Partnership, LLC 3Y 7Y 3.35% Ameliora Wealth Management Ltd. 3Y 1.57% MMA ASSET MANAGEMENT LLC 3Y 1.16% Anthracite Investment Company, Inc. 1.15% Prostatis Group LLC 3Y 0.91% Viewpoint Capital Management LLC 3Y 0.82% Dynamic Wealth Strategies, LLC 0.68% Idaho Trust Co 0.67% Strategic Financial Partners, Ltd. 0.65% BigSur Wealth Management LLC 3Y 7Y 0.55%

FAQ About LIFE LINE WEALTH MANAGEMENT LLC and EWG

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

How long has LIFE LINE WEALTH MANAGEMENT LLC reported owning EWG?

LIFE LINE WEALTH MANAGEMENT LLC reported EWG across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported EWG position in LIFE LINE WEALTH MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for EWG was 16.48% in 2025 Q1.

What is the latest reported EWG position on this page?

The most recent filing on this page is 2025 Q4, when LIFE LINE WEALTH MANAGEMENT LLC reported 336,362 shares, equal to 4.22% of portfolio, with an estimated market value of $14.3M.

What does the chart on this EWG ownership page compare?

The chart compares LIFE LINE WEALTH MANAGEMENT LLC's quarterly EWG 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 LIFE LINE WEALTH MANAGEMENT LLC time their EWG position?

Based on 13F filing dates vs. subsequent EWG price moves, LIFE LINE WEALTH MANAGEMENT LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on EWG relative to SPY over the holding period was -14.0%.

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