Atria Wealth Solutions’s iShares MSCI Mexico ETF EWW Stock Holding History

Atria Wealth Solutions’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 Q4	–	Sell	-5,222	Closed	-$280K	–	2006
2024 Q3	$280K	Sell	5,222 -40	-0.8%	-$2.22K	﹤0.01%	1560
2024 Q2	$298K	Sell	5,262 -254	-5%	-$16.3K	﹤0.01%	1509
2024 Q1	$382K	Buy	5,516 +410	+8%	+$27.3K	﹤0.01%	1393
2023 Q4	$346K	Buy	5,106 +253	+5%	+$15.3K	﹤0.01%	1404
2023 Q3	$283K	Buy	4,853 +1,543	+47%	+$95.6K	﹤0.01%	1455
2023 Q2	$206K	Buy	+3,310	New	+$202K	﹤0.01%	1679

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

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

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

CRAM

Compass Rose Asset Management New York $3.55B AUM 2.06% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

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

Atria Wealth Solutions sold out of iShares MSCI Mexico ETF (EWW) in Q4 2024, closing a stake of 5,222 shares — an estimated $280K sold.

Atria Wealth Solutions first reported a position in EWW in Q2 2023 and held it in 6 quarters. The position peaked at $382K in Q1 2024. 176 funds tracked by Wall St. Rank hold EWW as of Q4 2024.

Atria Wealth Solutions reported no remaining iShares MSCI Mexico ETF position as of Q4 2024 after selling out during the quarter.
Atria Wealth Solutions sold 5,222 iShares MSCI Mexico ETF shares in Q4 2024, an estimated $280K.
Atria Wealth Solutions first reported a position in iShares MSCI Mexico ETF in Q2 2023 and held it in 6 quarters.
Atria Wealth Solutions's iShares MSCI Mexico ETF position peaked at $382K in Q1 2024.
176 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q4 2024.

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