EWL ISHARES INC

Ownership history in Trajan Wealth LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Trajan Wealth LLC reported a position in ISHARES INC (EWL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.87% (2025 Q2)
Avg. % of fund
0.76%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 315,881 -2,413 -0.8% 0.79% $18.9M $59.96
2025 Q3 REDUCED 318,294 -4,891 -1.5% 0.76% $17.6M $55.24
2025 Q2 ADDED 323,185 +52,548 +19.4% 0.87% $17.7M $54.81
2025 Q1 REDUCED 270,637 -6,986 -2.5% 0.76% $14.0M $50.83
2024 Q4 ADDED 277,623 +41,621 +17.6% 0.71% $12.8M $45.11
2024 Q3 ADDED 236,002 +3,534 +1.5% 0.73% $12.3M $51.13
2024 Q2 REDUCED 232,468 -1,683 -0.7% 0.72% $11.2M $47.32
2024 Q1 INITIATED 234,151 0.75% $11.1M
% of Fund (quarterly)    EWL price (monthly, adj. close)
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