Moran Wealth Management, LLC EWI — ISHARES INC

Ownership history in Moran Wealth Management, LLC  ·  10 quarters on record

AI Ownership Summary

Moran Wealth Management, LLC reported ISHARES INC (EWI) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.34% in 2025 Q3. The latest visible filing shows EWI at 0.29% 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 EWI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Moran 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
2026 Q1

EWI was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2025 Q3

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

Time in book
Holding Window
2023 Q4 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.

EWI stock page Moran Wealth Management, LLC fund profile Moran Wealth Management, LLC full holdings
How Moran Wealth Management, LLC held EWI — position size vs. price
% of Fund (quarterly)    EWI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 176,338 +20,764 +13.3% 0.29% $9.4M 2026-04-27 $57.18
2025 Q4 REDUCED 28.9% -1.7% ✅ 155,574 -63,203 -28.9% 0.26% $8.5M 2026-01-26 $55.39
2025 Q3 ADDED — — — 218,777 +823 +0.4% 0.34% $11.4M 2025-10-23 $50.51
2025 Q2 REDUCED — — — 217,954 -522 -0.2% 0.32% $10.5M 2025-07-28 $48.15
2025 Q1 REDUCED — — — 218,476 -6,760 -3.0% 0.31% $9.2M 2025-04-23 $41.41
2024 Q4 REDUCED — — — 225,236 -3,468 -1.5% 0.26% $8.1M 2025-02-07 $37.76
2024 Q3 REDUCED — — — 228,704 -1,768 -0.8% 0.27% $8.9M 2024-11-08 $35.38
2024 Q2 ADDED — — — 230,472 +1,025 +0.4% 0.27% $8.3M 2024-08-13 $34.49
2024 Q1 REDUCED — — — 229,447 -5,024 -2.1% 0.28% $8.7M 2024-05-15 $36.67
2023 Q4 INITIATED — — — 234,471 — — 0.28% $8.0M 2024-02-08 $31.54

🏢 Other funds also holding EWI

As of 2026 Q1 — sorted by position size

Parkway Wealth Management Group, LLC 4.49% Monument Capital Management 3Y 7Y 1.0% CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.25% Onyx Bridge Wealth Group LLC 3Y 0.2% TRUST CO OF OKLAHOMA 3Y 7Y 0.16% BFI Infinity Ltd. 0.15% Cyndeo Wealth Partners, LLC 3Y 0.02% DAVENPORT & Co LLC 3Y 7Y 0.01% Concurrent Investment Advisors, LLC 0.0% Tradewinds Capital Management, LLC 3Y 7Y 0.0%

FAQ About Moran Wealth Management, LLC and EWI

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

How long has Moran Wealth Management, LLC reported owning EWI?

Moran Wealth Management, LLC reported EWI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EWI position in Moran Wealth Management, LLC's portfolio?

The largest reported portfolio weight for EWI was 0.34% in 2025 Q3.

What is the latest reported EWI position on this page?

The most recent filing on this page is 2026 Q1, when Moran Wealth Management, LLC reported 176,338 shares, equal to 0.29% of portfolio, with an estimated market value of $9.4M.

What does the chart on this EWI ownership page compare?

The chart compares Moran Wealth Management, LLC's quarterly EWI 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 Moran Wealth Management, LLC time their EWI position?

Based on 13F filing dates vs. subsequent EWI price moves, Moran Wealth Management, LLC correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on EWI relative to SPY over the holding period was +9.5%.

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