SEC 13F Intelligence

Wallace Advisory Group, LLC / EWG

Wallace Advisory Group, LLC’s Ishares Inc Position

Does Wallace Advisory Group, LLC own Ishares Inc (EWG)? Not currently — the last reported position was 47.1K shares worth $1M in Q2 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$1M
Q2 2023
Shares
47.1K
% of Portfolio
+1.02%
Quarters Held
2
position exited

Position History EWG

Reported value by quarter
Q1 ’23: $1MQ1 ’23Q2 ’23: $1MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202347.1K$1M+1.02%
Q1 202347.1K$1M+1.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wallace Advisory Group, LLC’s full portfolio or all institutional holders of EWG.