Lunt Capital Management, Inc. EWD — ISHARES INC

Ownership history in Lunt Capital Management, Inc.  ·  8 quarters on record

AI Ownership Summary

Lunt Capital Management, Inc. reported ISHARES INC (EWD) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.1% in 2024 Q3. The latest visible filing shows EWD at 0.09% 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 EWD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lunt Capital Management, Inc.'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 Q2

EWD was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2024 Q3

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 Q2

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.

EWD stock page Lunt Capital Management, Inc. fund profile Lunt Capital Management, Inc. full holdings
How Lunt Capital Management, Inc. held EWD — position size vs. price
% of Fund (quarterly)    EWD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 5,008 +75 +1.5% 0.09% $250K 2026-07-30 $52.49
2026 Q1 REDUCED — — — 4,933 -5 -0.1% 0.09% $240K 2026-05-13 $49.57
2025 Q4 ADDED — — — 4,938 +215 +4.6% 0.09% $243K 2026-01-23 $51.17
2025 Q3 UNCHANGED — — — 4,723 — 0% 0.09% $223K 2025-11-12 $47.11
2025 Q2 REDUCED — — — 4,723 -37 -0.8% 0.08% $216K 2025-07-28 $44.17
2025 Q1 REDUCED 6.3% +11.2% ❌ 4,760 -321 -6.3% 0.07% $200K 2025-05-05 $41.78
2024 Q3 ADDED — — — 5,081 +12 +0.2% 0.10% $221K 2024-10-24 $38.28
2024 Q2 INITIATED — — — 5,069 — — 0.10% $204K 2024-07-19 $37.80

🏢 Other funds also holding EWD

As of 2026 Q2 — sorted by position size

Marotta Asset Management 3Y 1.76% Legacy Capital Group California, Inc. 3Y 0.35% CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.21% AlphaCentric Advisors LLC 3Y 0.12% Henrickson Nauta Wealth Advisors, Inc. 3Y 0.06% EVERGREEN CAPITAL MANAGEMENT LLC 3Y 7Y 0.05% Glass Jacobson Investment Advisors llc 3Y 0.05% SIMON QUICK ADVISORS, LLC 3Y 7Y 0.02% Avestar Capital, LLC 3Y 7Y 0.01% LMCG INVESTMENTS, LLC 3Y 7Y 0.01%

FAQ About Lunt Capital Management, Inc. and EWD

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

How long has Lunt Capital Management, Inc. reported owning EWD?

Lunt Capital Management, Inc. reported EWD across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported EWD position in Lunt Capital Management, Inc.'s portfolio?

The largest reported portfolio weight for EWD was 0.10% in 2024 Q3.

What is the latest reported EWD position on this page?

The most recent filing on this page is 2026 Q2, when Lunt Capital Management, Inc. reported 5,008 shares, equal to 0.09% of portfolio, with an estimated market value of $250K.

What does the chart on this EWD ownership page compare?

The chart compares Lunt Capital Management, Inc.'s quarterly EWD 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 Lunt Capital Management, Inc. time their EWD position?

Based on 13F filing dates vs. subsequent EWD price moves, Lunt Capital Management, Inc. correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on EWD relative to SPY over the holding period was +0.2%.

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