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EWLEWL
Showing 8 of 9 quarters

Position history for WAWaverly Advisors, LLC's holdings in ISHARES INC

Yes. Waverly Advisors holds 230,558 shares of EWL, worth $14.5M, as of its Q2 2026 13F filing. It increased the position by 4,852 shares (+2.2%) from Q1 2026. Waverly Advisors has held EWL since Q2 2024, across 9 quarterly 13F filings. EWL is 0.1% of Waverly Advisors' reported 13F portfolio.

Current Value

$14.5M

Current Shares

230,558

Total Value Change

+$4.8M

Total Shares Change

+43,661

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
230,558
+2.1%
$14.5M0.1%$62.85
29
2026-Q1
Increased
225,706
+1.6%
$13.3M0.1%$57.79
28
2025-Q4
Increased
222,163
+0.8%
$13.3M0.1%$58.92
34
2025-Q3
Increased
220,292
+6.8%
$12.2M0.1%$54.28
36
2025-Q2
Increased
206,216
+2.8%
$11.3M0.1%$53.86
34
2025-Q1
Increased
200,567
+1.8%
$10.4M0.1%$49.95
34
2024-Q4
Increased
197,102
+5.5%
$9.1M0.1%$44.32
35
2024-Q3
Decreased
186,897
-1.1%
$9.7M0.2%$50.25
0

Other major holders of EWL: BlackRock, Inc., BANK OF AMERICA CORP /DE/

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