SHAYNE & JACOBS, LLC EWP — ISHARES INC

Ownership history in SHAYNE & JACOBS, LLC  ·  28 quarters on record

AI Ownership Summary

SHAYNE & JACOBS, LLC reported ISHARES INC (EWP) in 28 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.16% in 2023 Q4. The latest visible filing shows EWP at 0.14% 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 EWP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SHAYNE & JACOBS, 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

EWP was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2023 Q4

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.

EWP stock page SHAYNE & JACOBS, LLC fund profile SHAYNE & JACOBS, LLC full holdings
How SHAYNE & JACOBS, LLC held EWP — position size vs. price
% of Fund (quarterly)    EWP 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 UNCHANGED — — — 8,279 — 0% 0.14% $450K 2026-04-28 $56.09
2025 Q4 REDUCED — — — 8,279 -322 -3.7% 0.14% $446K 2026-01-27 $57.00
2025 Q3 UNCHANGED — — — 8,601 — 0% 0.13% $426K 2025-11-05 $49.71
2025 Q2 REDUCED 48.6% +11.1% ❌ 8,601 -8,121 -48.6% 0.13% $379K 2025-07-24 $44.71
2025 Q1 UNCHANGED — — — 16,722 — 0% 0.16% $636K 2025-05-02 $39.84
2024 Q4 UNCHANGED — — — 16,722 — 0% 0.14% $519K 2025-02-05 $33.07
2024 Q3 UNCHANGED — — — 16,722 — 0% 0.15% $590K 2024-10-23 $32.40
2024 Q2 UNCHANGED — — — 16,722 — 0% 0.14% $522K 2024-07-19 $30.89
2024 Q1 UNCHANGED — — — 16,722 — 0% 0.15% $538K 2024-05-08 $30.57
2023 Q4 UNCHANGED — — — 16,722 — 0% 0.16% $512K 2024-02-07 $27.22
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EWP

As of 2026 Q1 — sorted by position size

Tradewinds Capital Management, LLC 3Y 7Y 7.28% Whitcomb & Hess, Inc. 3Y 2.75% MMA ASSET MANAGEMENT LLC 3Y 1.26% Monument Capital Management 3Y 7Y 1.12% Financial & Tax Architects, LLC 3Y 0.55% Moran Wealth Management, LLC 3Y 0.28% Millburn Ridgefield LLC /DE/ 3Y 7Y 0.25% FOUNDERS FINANCIAL SECURITIES LLC 3Y 7Y 0.22% BFI Infinity Ltd. 0.19% Avior Wealth Management, LLC 3Y 7Y 0.18%

FAQ About SHAYNE & JACOBS, LLC and EWP

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

How long has SHAYNE & JACOBS, LLC reported owning EWP?

SHAYNE & JACOBS, LLC reported EWP across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EWP position in SHAYNE & JACOBS, LLC's portfolio?

The largest reported portfolio weight for EWP was 0.16% in 2023 Q4.

What is the latest reported EWP position on this page?

The most recent filing on this page is 2026 Q1, when SHAYNE & JACOBS, LLC reported 8,279 shares, equal to 0.14% of portfolio, with an estimated market value of $450K.

What does the chart on this EWP ownership page compare?

The chart compares SHAYNE & JACOBS, LLC's quarterly EWP 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 SHAYNE & JACOBS, LLC time their EWP position?

Based on 13F filing dates vs. subsequent EWP price moves, SHAYNE & JACOBS, LLC correctly timed 8 out of 14 reported position changes (57%). The annualised alpha on EWP relative to SPY over the holding period was -1.3%.

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