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Advisor Group’s iShares MSCI Italy ETF EWI Stock Holding History

Advisor Group’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
2019
Q4 		$46K Sell
1,548
-6,293
-80% -$181K ﹤0.01% 3472
2019
Q3 		$217K Buy
7,841
+5,812
+286% +$158K ﹤0.01% 2258
2019
Q2 		$56K Sell
2,029
-868
-30% -$23.9K ﹤0.01% 3280
2019
Q1 		$81K Sell
2,897
-3,922
-58% -$104K ﹤0.01% 3035
2018
Q4 		$165K Sell
6,819
-5,135
-43% -$130K ﹤0.01% 2234
2018
Q3 		$331K Sell
11,954
-709
-6% -$20.2K ﹤0.01% 1787
2018
Q2 		$365K Buy
12,663
+164
+1% +$5.22K 0.01% 1539
2018
Q1 		$402K Sell
12,499
-622
-5% -$20.2K 0.01% 1469
2017
Q4 		$399K Sell
13,121
-11,697
-47% -$361K 0.01% 1465
2017
Q3 		$779K Sell
24,818
-38,868
-61% -$1.17M 0.01% 949
2017
Q2 		$1.77M Buy
63,686
+60,500
+1,899% +$1.65M 0.03% 523
2017
Q1 		$82K Buy
3,186
+1,868
+142% +$45.7K ﹤0.01% 2315
2016
Q4 		$32K Buy
1,318
+137
+12% +$3.08K ﹤0.01% 2922
2016
Q3 		$26K Buy
1,181
+1,062
+892% +$23.5K ﹤0.01% 2986
2016
Q2 		$2K Buy
+119
New +$2.84K ﹤0.01% 4084

Other funds holding EWI

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisor Group's EWI Position: Q4 2019 in Review

Advisor Group reduced its iShares MSCI Italy ETF (EWI) stake by 80% in Q4 2019, selling an estimated $181K and leaving 1,548 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #3472.

Advisor Group first reported a position in EWI in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.77M in Q2 2017. 76 funds tracked by Wall St. Rank hold EWI as of Q4 2019.

  • Advisor Group held 1,548 shares of iShares MSCI Italy ETF worth $46K as of Q4 2019.
  • Advisor Group sold 6,293 iShares MSCI Italy ETF shares in Q4 2019, an estimated $181K.
  • iShares MSCI Italy ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3472 holding.
  • Advisor Group first reported a position in iShares MSCI Italy ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares MSCI Italy ETF position peaked at $1.77M in Q2 2017.
  • 76 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.