AGA
EWI icon

Accuvest Global Advisors’s iShares MSCI Italy ETF EWI Stock Holding History

Accuvest Global Advisors’s Portfolio EWI Stock Details EWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,492
Closed -$509K – 48
2024
Q1 		$509K Buy
+13,492
New +$472K 0.22% 73
2023
Q4 		– Sell
-15,241
Closed -$464K – 95
2023
Q3 		$464K Sell
15,241
-4,152
-21% -$132K 0.25% 70
2023
Q2 		$617K Sell
19,393
-3,628
-16% -$113K 0.32% 57
2023
Q1 		$701K Sell
23,021
-14,703
-39% -$437K 0.32% 55
2022
Q4 		$1.02M Buy
+37,724
New +$961K 0.34% 62
2021
Q3 		– Sell
-10,315
Closed -$334K – 112
2021
Q2 		$334K Sell
10,315
-21,196
-67% -$693K 0.17% 75
2021
Q1 		$993K Buy
+31,511
New +$956K 0.53% 53
2020
Q1 		– Sell
-12,657
Closed -$373K – 57
2019
Q4 		$373K Sell
12,657
-32,574
-72% -$937K 0.78% 20
2019
Q3 		$1.25M Buy
+45,231
New +$1.23M 2.53% 13
2018
Q2 		– Sell
-24,812
Closed -$798K – 126
2018
Q1 		$798K Sell
24,812
-26,278
-51% -$853K 0.59% 35
2017
Q4 		$1.55M Buy
51,090
+7,294
+17% +$225K 1.14% 23
2017
Q3 		$1.37M Buy
+43,796
New +$1.31M 1.17% 26
2017
Q2 		– Sell
-20,990
Closed -$540K – 96
2017
Q1 		$540K Buy
+20,990
New +$513K 0.17% 52
2014
Q3 		– Sell
-71,447
Closed -$2.48M – 71
2014
Q2 		$2.48M Buy
+71,447
New +$2.52M 0.76% 27

Other funds holding EWI

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $618M AUM 37.94% 1-Year Est. Return

Accuvest Global Advisors's EWI Position: Q2 2024 in Review

Accuvest Global Advisors sold out of iShares MSCI Italy ETF (EWI) in Q2 2024, closing a stake of 13,492 shares — an estimated $509K sold.

Accuvest Global Advisors first reported a position in EWI in Q2 2014 and held it in 14 quarters. The position peaked at $2.48M in Q2 2014. 92 funds tracked by Wall St. Rank hold EWI as of Q2 2024.

  • Accuvest Global Advisors reported no remaining iShares MSCI Italy ETF position as of Q2 2024 after selling out during the quarter.
  • Accuvest Global Advisors sold 13,492 iShares MSCI Italy ETF shares in Q2 2024, an estimated $509K.
  • Accuvest Global Advisors first reported a position in iShares MSCI Italy ETF in Q2 2014 and held it in 14 quarters.
  • Accuvest Global Advisors's iShares MSCI Italy ETF position peaked at $2.48M in Q2 2014.
  • 92 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q2 2024.

Based on Accuvest Global Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.