American Trust’s iShares MSCI Italy ETF EWI Stock Holding History

American Trust’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
2023 Q4	–	Sell	-106,342	Closed	-$3.23M	–	293
2023 Q3	$3.23M	Buy	+106,342	New	+$3.39M	0.25%	69

Other funds holding EWI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

American Trust's EWI Position: Q4 2023 in Review

American Trust sold out of iShares MSCI Italy ETF (EWI) in Q4 2023, closing a stake of 106,342 shares — an estimated $3.23M sold.

American Trust first reported a position in EWI in Q3 2023 and held it in 1 quarter. The position peaked at $3.23M in Q3 2023. 75 funds tracked by Wall St. Rank hold EWI as of Q4 2023.

American Trust reported no remaining iShares MSCI Italy ETF position as of Q4 2023 after selling out during the quarter.
American Trust sold 106,342 iShares MSCI Italy ETF shares in Q4 2023, an estimated $3.23M.
American Trust first reported a position in iShares MSCI Italy ETF in Q3 2023 and held it in 1 quarter.
American Trust's iShares MSCI Italy ETF position peaked at $3.23M in Q3 2023.
75 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q4 2023.

Based on American Trust's 13F filing for Q4 2023, filed 21 Feb 2024.