swisspartners Advisors Ltd EWQ — ISHARES INC

Ownership history in swisspartners Advisors Ltd  ·  6 quarters on record

AI Ownership Summary

swisspartners Advisors Ltd reported ISHARES INC (EWQ) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.25% in 2025 Q2. The latest visible filing shows EWQ at 0.15% 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 EWQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was swisspartners Advisors Ltd'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

EWQ was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% 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
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.

EWQ stock page swisspartners Advisors Ltd fund profile swisspartners Advisors Ltd full holdings
How swisspartners Advisors Ltd held EWQ — position size vs. price
% of Fund (quarterly)    EWQ 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 — — — 5,695 -30 -0.5% 0.15% $246K 2026-05-07 $45.54
2025 Q4 UNCHANGED — — — 5,725 — 0% 0.19% $257K 2026-02-04 $46.03
2025 Q3 REDUCED 6.1% +2.9% ❌ 5,725 -370 -6.1% 0.21% $252K 2025-11-05 $43.66
2025 Q2 UNCHANGED — — — 6,095 — 0% 0.25% $261K 2025-08-05 $41.62
2025 Q1 REDUCED — — — 6,095 -170 -2.7% 0.23% $215K 2025-04-24 $39.61
2024 Q4 INITIATED — — — 6,265 — — 0.22% $204K 2025-01-29 $37.57

🏢 Other funds also holding EWQ

As of 2026 Q1 — sorted by position size

Sharp Capital Gestora de Recursos Ltda. 3Y 2.06% Prostatis Group LLC 3Y 0.9% Idaho Trust Co 0.72% INNEALTA CAPITAL, LLC 3Y 7Y 0.71% Pictet North America Advisors SA 3Y 7Y 0.5% VISIONARY HORIZONS, LLC 0.35% Peregrine Asset Advisers, Inc. 3Y 7Y 0.32% Cobblestone Asset Management LLC 0.31% Millburn Ridgefield LLC /DE/ 3Y 7Y 0.17% TIEMANN INVESTMENT ADVISORS, LLC 3Y 7Y 0.15%

FAQ About swisspartners Advisors Ltd and EWQ

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

How long has swisspartners Advisors Ltd reported owning EWQ?

swisspartners Advisors Ltd reported EWQ across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported EWQ position in swisspartners Advisors Ltd's portfolio?

The largest reported portfolio weight for EWQ was 0.25% in 2025 Q2.

What is the latest reported EWQ position on this page?

The most recent filing on this page is 2026 Q1, when swisspartners Advisors Ltd reported 5,695 shares, equal to 0.15% of portfolio, with an estimated market value of $246K.

What does the chart on this EWQ ownership page compare?

The chart compares swisspartners Advisors Ltd's quarterly EWQ 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 swisspartners Advisors Ltd time their EWQ position?

Based on 13F filing dates vs. subsequent EWQ price moves, swisspartners Advisors Ltd correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on EWQ relative to SPY over the holding period was -1.4%.

← Back to swisspartners Advisors Ltd Holdings