ARS Investment Partners’s iShares MSCI Mexico ETF EWW Stock Holding History

ARS Investment Partners’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
2022 Q4	–	Sell	-5,950	Closed	-$263K	–	161
2022 Q3	$263K	Hold	5,950	–	–	0.04%	129
2022 Q2	$277K	Hold	5,950	–	–	0.04%	120
2022 Q1	$327K	Hold	5,950	–	–	0.03%	123
2021 Q4	$301K	Hold	5,950	–	–	0.03%	133
2021 Q3	$287K	Hold	5,950	–	–	0.03%	129
2021 Q2	$286K	Hold	5,950	–	–	0.03%	123
2021 Q1	$261K	Hold	5,950	–	–	0.03%	120
2020 Q4	$256K	Buy	+5,950	New	+$231K	0.03%	104
2020 Q1	–	Sell	-15,115	Closed	-$681K	–	97
2019 Q4	$681K	Hold	15,115	–	–	0.11%	82
2019 Q3	$646K	Hold	15,115	–	–	0.12%	77
2019 Q2	$656K	Hold	15,115	–	–	0.11%	88
2019 Q1	$659K	Sell	15,115 -1,000	-6%	-$43.9K	0.12%	87
2018 Q4	$664K	Sell	16,115 -6,005	-27%	-$261K	0.14%	82
2018 Q3	$1.13M	Hold	22,120	–	–	0.18%	78
2018 Q2	$1.04M	Sell	22,120 -7,510	-25%	-$362K	0.17%	79
2018 Q1	$1.53M	Sell	29,630 -550	-2%	-$28.2K	0.19%	79
2017 Q4	$1.49M	Hold	30,180	–	–	0.18%	88
2017 Q3	$1.65M	Sell	30,180 -285	-0.9%	-$16K	0.21%	79
2017 Q2	$1.64M	Hold	30,465	–	–	0.23%	80
2017 Q1	$1.56M	Hold	30,465	–	–	0.23%	80
2016 Q4	$1.34M	Buy	+30,465	New	+$1.43M	0.21%	89

Other funds holding EWW

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

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

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

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

PPFA

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

ARS Investment Partners's EWW Position: Q4 2022 in Review

ARS Investment Partners sold out of iShares MSCI Mexico ETF (EWW) in Q4 2022, closing a stake of 5,950 shares — an estimated $263K sold.

ARS Investment Partners first reported a position in EWW in Q4 2016 and held it in 21 quarters. The position peaked at $1.65M in Q3 2017. 188 funds tracked by Wall St. Rank hold EWW as of Q4 2022.

ARS Investment Partners reported no remaining iShares MSCI Mexico ETF position as of Q4 2022 after selling out during the quarter.
ARS Investment Partners sold 5,950 iShares MSCI Mexico ETF shares in Q4 2022, an estimated $263K.
ARS Investment Partners first reported a position in iShares MSCI Mexico ETF in Q4 2016 and held it in 21 quarters.
ARS Investment Partners's iShares MSCI Mexico ETF position peaked at $1.65M in Q3 2017.
188 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q4 2022.

Based on ARS Investment Partners's 13F filing for Q4 2022, filed 25 Jan 2023.