AWM
EWI icon

Adams Wealth Management’s iShares MSCI Italy ETF EWI Stock Holding History

Adams Wealth Management’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
2026
Q1 		$7.95M Buy
148,756
+2,040
+1% +$112K 1.74% 16
2025
Q4 		$7.97M Sell
146,716
-6,302
-4% -$331K 1.7% 15
2025
Q3 		$7.95M Sell
153,018
-40,570
-21% -$2.03M 1.7% 15
2025
Q2 		$9.32M Sell
193,588
-21,090
-10% -$952K 1.77% 9
2025
Q1 		$9.09M Sell
214,678
-55,751
-21% -$2.24M 1.78% 14
2024
Q4 		$9.73M Buy
270,429
+47,002
+21% +$1.75M 1.86% 13
2024
Q3 		$8.7M Buy
223,427
+17,930
+9% +$673K 1.87% 13
2024
Q2 		$7.37M Buy
205,497
+6,092
+3% +$228K 1.7% 19
2024
Q1 		$7.52M Buy
+199,405
New +$6.98M 1.83% 14

Other funds holding EWI

HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $791M AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return