ZWJ INVESTMENT COUNSEL INC EUSA — ISHARES INC

Ownership history in ZWJ INVESTMENT COUNSEL INC  ·  6 quarters on record

AI Ownership Summary

ZWJ INVESTMENT COUNSEL INC reported ISHARES INC (EUSA) in 6 quarterly 13F filings from 2025 Q2 through 2026 Q3. Peak portfolio weight reached 0.09% in 2026 Q1. The latest visible filing shows EUSA at 0.08% 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 EUSA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ZWJ INVESTMENT COUNSEL 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
2026 Q3

EUSA was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2026 Q1

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 2026 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.

EUSA stock page ZWJ INVESTMENT COUNSEL INC fund profile ZWJ INVESTMENT COUNSEL INC full holdings
How ZWJ INVESTMENT COUNSEL INC held EUSA — position size vs. price
% of Fund (quarterly)    EUSA 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 Q3 ADDED — — — 24,199 +2,557 +11.8% 0.08% $2.7M 2026-10-15 $114.41
2026 Q2 REDUCED 12.5% -1.4% ✅ 21,642 -3,097 -12.5% 0.08% $2.5M 2026-07-16 $114.40
2026 Q1 ADDED — — — 24,739 +17,529 +243.1% 0.09% $2.5M 2026-04-24 $107.53
2025 Q4 ADDED — — — 7,210 +2,993 +71.0% 0.03% $745K 2026-01-23 $105.51
2025 Q3 ADDED — — — 4,217 +624 +17.4% 0.02% $434K 2025-10-15 $101.09
2025 Q2 INITIATED — — — 3,593 — — 0.01% $356K 2025-07-21 $98.18

🏢 Other funds also holding EUSA

As of 2026 Q3 — sorted by position size

Financial Architects, LLC 4.84% Elmwood Wealth Management, Inc. 3Y 7Y 1.24% Buttonwood Financial Group, LLC 3Y 0.71% Selby Wealth Management, LLC 0.63% Delta Wealth Advisors LLC 0.6% Affinity Capital Advisors, LLC 3Y 0.57% First Heartland Consultants, Inc. 3Y 7Y 0.45% Farrell Financial LLC 0.38% Bay Capital Advisors, LLC 0.32% XY Planning Network, Inc. 0.26%

FAQ About ZWJ INVESTMENT COUNSEL INC and EUSA

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

How long has ZWJ INVESTMENT COUNSEL INC reported owning EUSA?

ZWJ INVESTMENT COUNSEL INC reported EUSA across 6 quarterly 13F filings, from 2025 Q2 through 2026 Q3.

What was the largest reported EUSA position in ZWJ INVESTMENT COUNSEL INC's portfolio?

The largest reported portfolio weight for EUSA was 0.09% in 2026 Q1.

What is the latest reported EUSA position on this page?

The most recent filing on this page is 2026 Q3, when ZWJ INVESTMENT COUNSEL INC reported 24,199 shares, equal to 0.08% of portfolio, with an estimated market value of $2.7M.

What does the chart on this EUSA ownership page compare?

The chart compares ZWJ INVESTMENT COUNSEL INC's quarterly EUSA 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 ZWJ INVESTMENT COUNSEL INC time their EUSA position?

Based on 13F filing dates vs. subsequent EUSA price moves, ZWJ INVESTMENT COUNSEL INC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on EUSA relative to SPY over the holding period was +1409.6%.

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