Allworth Financial’s iShares MSCI Mexico ETF EWW Stock Holding History

Allworth Financial’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
2024 Q1	–	Sell	-1,533	Closed	-$104K	–	3628
2023 Q4	$104K	Buy	+1,533	New	+$92.6K	﹤0.01%	926
2022 Q4	–	Sell	-176	Closed	-$8K	–	3065
2022 Q3	$8K	Hold	176	–	–	﹤0.01%	1738
2022 Q2	$8K	Buy	+176	New	+$8.82K	﹤0.01%	1627
2021 Q1	–	Sell	-21	Closed	-$1K	–	1529
2020 Q4	$1K	Hold	21	–	–	﹤0.01%	1253
2020 Q3	$1K	Hold	21	–	–	﹤0.01%	1086
2020 Q2	$1K	Hold	21	–	–	﹤0.01%	1091
2020 Q1	$1K	Hold	21	–	–	﹤0.01%	1132
2019 Q4	$1K	Buy	21 +1	+5%	+$44	﹤0.01%	974
2019 Q3	$1K	Hold	20	–	–	﹤0.01%	890
2019 Q2	$1K	Hold	20	–	–	﹤0.01%	875
2019 Q1	$1K	Hold	20	–	–	﹤0.01%	888
2018 Q4	$1K	Hold	20	–	–	﹤0.01%	799
2018 Q3	$1K	Hold	20	–	–	﹤0.01%	838
2018 Q2	$1K	Hold	20	–	–	﹤0.01%	880
2018 Q1	$1K	Hold	20	–	–	﹤0.01%	757
2017 Q4	$1K	Hold	20	–	–	﹤0.01%	688
2017 Q3	$1K	Hold	20	–	–	﹤0.01%	698
2017 Q2	$1K	Hold	20	–	–	﹤0.01%	696
2017 Q1	$1K	Hold	20	–	–	﹤0.01%	696
2016 Q4	$1K	Hold	20	–	–	﹤0.01%	624
2016 Q3	$1K	Hold	20	–	–	﹤0.01%	634
2016 Q2	$1K	Hold	20	–	–	﹤0.01%	587
2016 Q1	$1K	Buy	+20	New	+$970	﹤0.01%	564

Other funds holding EWW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Allworth Financial's EWW Position: Q1 2024 in Review

Allworth Financial sold out of iShares MSCI Mexico ETF (EWW) in Q1 2024, closing a stake of 1,533 shares — an estimated $104K sold.

Allworth Financial first reported a position in EWW in Q1 2016 and held it in 23 quarters. The position peaked at $104K in Q4 2023. 254 funds tracked by Wall St. Rank hold EWW as of Q1 2024.

Allworth Financial reported no remaining iShares MSCI Mexico ETF position as of Q1 2024 after selling out during the quarter.
Allworth Financial sold 1,533 iShares MSCI Mexico ETF shares in Q1 2024, an estimated $104K.
Allworth Financial first reported a position in iShares MSCI Mexico ETF in Q1 2016 and held it in 23 quarters.
Allworth Financial's iShares MSCI Mexico ETF position peaked at $104K in Q4 2023.
254 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q1 2024.

Based on Allworth Financial's 13F filing for Q1 2024, filed 25 Apr 2024.