Avantax Advisory Services’s iShares MSCI Mexico ETF EWW Stock Holding History

Avantax Advisory Services’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 Q3	–	Sell	-7,046	Closed	-$399K	–	2145
2024 Q2	$399K	Sell	7,046 -1,558	-18%	-$100K	﹤0.01%	1515
2024 Q1	$596K	Buy	8,604 +2,249	+35%	+$150K	0.01%	958
2023 Q4	$431K	Buy	6,355 +673	+12%	+$40.6K	﹤0.01%	1058
2023 Q3	$331K	Buy	5,682 +1,917	+51%	+$119K	﹤0.01%	1140
2023 Q2	$234K	Buy	3,765 +133	+4%	+$8.13K	﹤0.01%	1323
2023 Q1	$216K	Buy	+3,632	New	+$207K	﹤0.01%	1336

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

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

Avantax Advisory Services's EWW Position: Q3 2024 in Review

Avantax Advisory Services sold out of iShares MSCI Mexico ETF (EWW) in Q3 2024, closing a stake of 7,046 shares — an estimated $399K sold.

Avantax Advisory Services first reported a position in EWW in Q1 2023 and held it in 6 quarters. The position peaked at $596K in Q1 2024. 199 funds tracked by Wall St. Rank hold EWW as of Q3 2024.

Avantax Advisory Services reported no remaining iShares MSCI Mexico ETF position as of Q3 2024 after selling out during the quarter.
Avantax Advisory Services sold 7,046 iShares MSCI Mexico ETF shares in Q3 2024, an estimated $399K.
Avantax Advisory Services first reported a position in iShares MSCI Mexico ETF in Q1 2023 and held it in 6 quarters.
Avantax Advisory Services's iShares MSCI Mexico ETF position peaked at $596K in Q1 2024.
199 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q3 2024.

Based on Avantax Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.