Spectrum Asset Management, Inc. (NB/CA) EWA β€” ISHARES INC

Ownership history in Spectrum Asset Management, Inc. (NB/CA)  Β·  2 quarters on record

AI Ownership Summary

Spectrum Asset Management, Inc. (NB/CA) reported ISHARES INC (EWA) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. Peak portfolio weight reached 0.79% in 2025 Q2. The latest visible filing shows EWA at 0.65% 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 Spectrum Asset Management, Inc. (NB/CA)'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 Q3

EWA was reported at 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.79% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2025 Q3

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.

How Spectrum Asset Management, Inc. (NB/CA) held EWA β€” position size vs. price
% of Fund (quarterly)    EWA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED β€” β€” β€” 68,677 -15 -0.0% 0.65% $1.9M 2025-10-23 $26.73
2025 Q2 INITIATED β€” β€” β€” 68,692 β€” β€” 0.79% $1.8M 2025-07-23 $26.37

FAQ About Spectrum Asset Management, Inc. (NB/CA) and EWA

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

How long has Spectrum Asset Management, Inc. (NB/CA) reported owning EWA?

Spectrum Asset Management, Inc. (NB/CA) reported EWA across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported EWA position in Spectrum Asset Management, Inc. (NB/CA)'s portfolio?

The largest reported portfolio weight for EWA was 0.79% in 2025 Q2.

What is the latest reported EWA position on this page?

The most recent filing on this page is 2025 Q3, when Spectrum Asset Management, Inc. (NB/CA) reported 68,677 shares, equal to 0.65% of portfolio, with an estimated market value of $1.9M.

What does the chart on this EWA ownership page compare?

The chart compares Spectrum Asset Management, Inc. (NB/CA)'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.

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