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Accuvest Global Advisors’s iShares MSCI Mexico ETF EWW Stock Holding History

Accuvest Global Advisors’s Portfolio EWW Stock Details EWW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4,220
Closed -$262K – 116
2023
Q2 		$262K Sell
4,220
-1,277
-23% -$78K 0.13% 107
2023
Q1 		$327K Sell
5,497
-6,901
-56% -$393K 0.15% 94
2022
Q4 		$613K Sell
12,398
-624
-5% -$31.4K 0.2% 81
2022
Q3 		$576K Buy
13,022
+5,289
+68% +$244K 0.39% 53
2022
Q2 		$360K Buy
+7,733
New +$388K 0.23% 74
2022
Q1 		– Sell
-25,403
Closed -$1.28M – 107
2021
Q4 		$1.28M Buy
25,403
+9,666
+61% +$467K 0.56% 44
2021
Q3 		$759K Buy
+15,737
New +$772K 0.36% 54
2020
Q1 		– Sell
-5,865
Closed -$264K – 58
2019
Q4 		$264K Sell
5,865
-10,092
-63% -$448K 0.55% 22
2019
Q3 		$682K Sell
15,957
-32,634
-67% -$1.36M 1.38% 18
2019
Q2 		$2.11M Buy
48,591
+5,385
+12% +$242K 1.23% 18
2019
Q1 		$1.88M Buy
+43,206
New +$1.9M 1.02% 23
2018
Q4 		– Sell
-40,536
Closed -$2.08M – 127
2018
Q3 		$2.08M Buy
40,536
+32,018
+376% +$1.62M 0.77% 25
2018
Q2 		$402K Sell
8,518
-18,273
-68% -$880K 0.16% 98
2018
Q1 		$1.38M Buy
26,791
+22,272
+493% +$1.14M 1.02% 27
2017
Q4 		$223K Sell
4,519
-13,761
-75% -$699K 0.16% 51
2017
Q3 		$998K Buy
+18,280
New +$1.03M 0.85% 30
2017
Q1 		– Sell
-15,095
Closed -$664K – 97
2016
Q4 		$664K Buy
15,095
+5,875
+64% +$276K 0.6% 25
2016
Q3 		$447K Buy
+9,220
New +$463K 0.12% 58
2016
Q2 		– Sell
-11,310
Closed -$607K – 76
2016
Q1 		$607K Buy
+11,310
New +$549K 0.29% 37
2015
Q1 		– Sell
-22,756
Closed -$1.35M – 78
2014
Q4 		$1.35M Sell
22,756
-117,262
-84% -$7.53M 0.29% 42
2014
Q3 		$9.62M Buy
+140,018
New +$9.84M 3.17% 13

Other funds holding EWW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Accuvest Global Advisors's EWW Position: Q3 2023 in Review

Accuvest Global Advisors sold out of iShares MSCI Mexico ETF (EWW) in Q3 2023, closing a stake of 4,220 shares — an estimated $262K sold.

Accuvest Global Advisors first reported a position in EWW in Q3 2014 and held it in 21 quarters. The position peaked at $9.62M in Q3 2014. 228 funds tracked by Wall St. Rank hold EWW as of Q3 2023.

  • Accuvest Global Advisors reported no remaining iShares MSCI Mexico ETF position as of Q3 2023 after selling out during the quarter.
  • Accuvest Global Advisors sold 4,220 iShares MSCI Mexico ETF shares in Q3 2023, an estimated $262K.
  • Accuvest Global Advisors first reported a position in iShares MSCI Mexico ETF in Q3 2014 and held it in 21 quarters.
  • Accuvest Global Advisors's iShares MSCI Mexico ETF position peaked at $9.62M in Q3 2014.
  • 228 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q3 2023.

Based on Accuvest Global Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.