Apriem Advisors’s iShares MSCI Mexico ETF EWW Stock Holding History

Apriem 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
2017 Q2	–	Sell	-300	Closed	-$15K	–	263
2017 Q1	$15K	Hold	300	–	–	﹤0.01%	376
2016 Q4	$13K	Hold	300	–	–	﹤0.01%	414
2016 Q3	$15K	Buy	300 +100	+50%	+$5.03K	﹤0.01%	359
2016 Q2	$10K	Hold	200	–	–	﹤0.01%	418
2016 Q1	$11K	Hold	200	–	–	﹤0.01%	371
2015 Q4	$10K	Hold	200	–	–	﹤0.01%	373
2015 Q3	$10K	Hold	200	–	–	﹤0.01%	362
2015 Q2	$11K	Sell	200 -200	-50%	-$11.8K	﹤0.01%	406
2015 Q1	$23K	Hold	400	–	–	0.01%	297
2014 Q4	$24K	Hold	400	–	–	0.01%	272
2014 Q3	$27K	Sell	400 -1,928	-83%	-$136K	0.01%	264
2014 Q2	$158K	Buy	2,328 +230	+11%	+$15.2K	0.06%	126
2014 Q1	$134K	Hold	2,098	–	–	0.05%	136
2013 Q4	$143K	Hold	2,098	–	–	0.06%	127
2013 Q3	$134K	Hold	2,098	–	–	0.06%	126
2013 Q2	$137K	Buy	+2,098	New	+$146K	0.07%	122

Other funds holding EWW

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

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

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

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

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

NIMI

Natixis Investment Managers International Paris, France $1.29B AUM 24.83% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

Apriem Advisors's EWW Position: Q2 2017 in Review

Apriem Advisors sold out of iShares MSCI Mexico ETF (EWW) in Q2 2017, closing a stake of 300 shares — an estimated $15K sold.

Apriem Advisors first reported a position in EWW in Q2 2013 and held it in 16 quarters. The position peaked at $158K in Q2 2014. 174 funds tracked by Wall St. Rank hold EWW as of Q2 2017.

Apriem Advisors reported no remaining iShares MSCI Mexico ETF position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 300 iShares MSCI Mexico ETF shares in Q2 2017, an estimated $15K.
Apriem Advisors first reported a position in iShares MSCI Mexico ETF in Q2 2013 and held it in 16 quarters.
Apriem Advisors's iShares MSCI Mexico ETF position peaked at $158K in Q2 2014.
174 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.