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Atria Wealth Solutions’s iShares MSCI Italy ETF EWI Stock Holding History

Atria Wealth Solutions’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
2024
Q4 		– Sell
-28,023
Closed -$1.09M – 2005
2024
Q3 		$1.09M Buy
+28,023
New +$1.05M 0.01% 878
2023
Q4 		– Sell
-39,005
Closed -$1.19M – 1961
2023
Q3 		$1.19M Sell
39,005
-24,309
-38% -$775K 0.02% 736
2023
Q2 		$2.02M Sell
63,314
-2,657
-4% -$82.6K 0.03% 559
2023
Q1 		$2.01M Buy
+65,971
New +$1.96M 0.03% 539

Other funds holding EWI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
CIBC World Market
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return

Atria Wealth Solutions's EWI Position: Q4 2024 in Review

Atria Wealth Solutions sold out of iShares MSCI Italy ETF (EWI) in Q4 2024, closing a stake of 28,023 shares — an estimated $1.09M sold.

Atria Wealth Solutions first reported a position in EWI in Q1 2023 and held it in 4 quarters. The position peaked at $2.02M in Q2 2023. 95 funds tracked by Wall St. Rank hold EWI as of Q4 2024.

  • Atria Wealth Solutions reported no remaining iShares MSCI Italy ETF position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 28,023 iShares MSCI Italy ETF shares in Q4 2024, an estimated $1.09M.
  • Atria Wealth Solutions first reported a position in iShares MSCI Italy ETF in Q1 2023 and held it in 4 quarters.
  • Atria Wealth Solutions's iShares MSCI Italy ETF position peaked at $2.02M in Q2 2023.
  • 95 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.