Slocum, Gordon & Co LLP EWA — ISHARES INC

Ownership history in Slocum, Gordon & Co LLP  ·  6 quarters on record

AI Ownership Summary

Slocum, Gordon & Co LLP reported ISHARES INC (EWA) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 2.41% in 2025 Q4. The latest visible filing shows EWA at 2.39% 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 EWA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Slocum, Gordon & Co LLP'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

EWA was reported at 2.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.41% in 2025 Q4

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

Time in book
Holding Window
2024 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.

EWA stock page Slocum, Gordon & Co LLP fund profile Slocum, Gordon & Co LLP full holdings
How Slocum, Gordon & Co LLP held EWA — position size vs. price
% of Fund (quarterly)    EWA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 126,511 -448 -0.4% 2.39% $3.5M 2026-04-15 $30.26
2025 Q4 ADDED — — — 126,959 +19,521 +18.2% 2.41% $3.3M 2026-01-26 $27.62
2025 Q3 ADDED — — — 107,438 +58,547 +119.8% 2.31% $2.9M 2025-10-17 $26.47
2025 Q2 REDUCED — — — 48,891 -859 -1.7% 1.04% $1.3M 2025-08-19 $26.16
2025 Q1 ADDED — — — 49,750 +850 +1.7% 0.87% $1.2M 2025-04-23 $23.24
2024 Q4 INITIATED — — — 48,900 — — 0.96% $1.2M 2025-01-28 $24.01

🏢 Other funds also holding EWA

As of 2026 Q1 — sorted by position size

Capelight Capital Asset Management LP 0.92% SENTINEL PENSION ADVISORS, LLC 3Y 0.61% Millburn Ridgefield LLC /DE/ 3Y 7Y 0.51% J. Team Financial, Inc. 0.47% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 0.45% Independent Wealth Network Inc. 3Y 0.24% MYECFO, LLC 0.16% Grey Ledge Advisors, LLC 3Y 7Y 0.12% Viewpoint Capital Management LLC 3Y 0.11% Rockingstone Advisors LLC 0.1%

FAQ About Slocum, Gordon & Co LLP and EWA

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

How long has Slocum, Gordon & Co LLP reported owning EWA?

Slocum, Gordon & Co LLP reported EWA across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported EWA position in Slocum, Gordon & Co LLP's portfolio?

The largest reported portfolio weight for EWA was 2.41% in 2025 Q4.

What is the latest reported EWA position on this page?

The most recent filing on this page is 2026 Q1, when Slocum, Gordon & Co LLP reported 126,511 shares, equal to 2.39% of portfolio, with an estimated market value of $3.5M.

What does the chart on this EWA ownership page compare?

The chart compares Slocum, Gordon & Co LLP's quarterly EWA 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 Slocum, Gordon & Co LLP time their EWA position?

Based on 13F filing dates vs. subsequent EWA price moves, Slocum, Gordon & Co LLP correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on EWA relative to SPY over the holding period was +4.6%.

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