EWM ISHARES INC

Ownership history in Whitcomb & Hess, Inc.  ·  19 quarters on record

AI Ownership Summary

Whitcomb & Hess, Inc. reported ISHARES INC (EWM) in 19 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.6% in 2024 Q3. The latest visible filing shows EWM at 2.41% 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 EWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Whitcomb & Hess, Inc.'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 Q4

EWM was reported at 2.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.6% in 2024 Q3

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 Whitcomb & Hess, Inc. held EWM — position size vs. price
% of Fund (quarterly)    EWM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 364,798 +18,707 +5.4% 2.41% $10.2M 2026-02-14 (Est.) $29.72
2025 Q3 ADDED 346,091 +13,155 +4.0% 2.31% $9.0M 2025-10-09 $25.57
2025 Q2 ADDED 332,936 +3,075 +0.9% 2.29% $8.1M 2025-07-03 $24.03
2025 Q1 ADDED 329,861 +5,682 +1.8% 2.30% $7.6M 2025-04-08 $20.43
2024 Q4 ADDED 324,179 +1,537 +0.5% 2.46% $8.0M 2025-01-22 $23.13
2024 Q3 REDUCED 322,642 -6,165 -1.9% 2.60% $8.7M 2024-10-02 $25.10
2024 Q2 ADDED 328,807 +7,794 +2.4% 2.30% $7.4M 2024-07-11 $21.92
2024 Q1 ADDED 321,013 +15,170 +5.0% 2.25% $7.0M 2024-04-15 $20.08
2023 Q4 REDUCED 305,843 -7,070 -2.3% 2.23% $6.5M 2024-01-17 $19.51
2023 Q3 ADDED 312,913 +4,980 +1.6% 2.41% $6.4M 2023-10-18 $18.93
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Whitcomb & Hess, Inc. and EWM

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

How long has Whitcomb & Hess, Inc. reported owning EWM?

Whitcomb & Hess, Inc. reported EWM across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported EWM position in Whitcomb & Hess, Inc.'s portfolio?

The largest reported portfolio weight for EWM was 2.60% in 2024 Q3.

What is the latest reported EWM position on this page?

The most recent filing on this page is 2025 Q4, when Whitcomb & Hess, Inc. reported 364,798 shares, equal to 2.41% of portfolio, with an estimated market value of $10.2M.

What does the chart on this EWM ownership page compare?

The chart compares Whitcomb & Hess, Inc.'s quarterly EWM 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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