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Avantax Planning Partners’s iShares MSCI Mexico ETF EWW Stock Holding History

Avantax Planning 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
2018
Q4 		– Sell
-182
Closed -$9K – 565
2018
Q3 		$9K Buy
+182
New +$9.22K ﹤0.01% 907
2018
Q2 		– Sell
-182
Closed -$9K – 609
2018
Q1 		$9K Buy
+182
New +$9.34K ﹤0.01% 1093

Other funds holding EWW

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Avantax Planning Partners's EWW Position: Q4 2018 in Review

Avantax Planning Partners sold out of iShares MSCI Mexico ETF (EWW) in Q4 2018, closing a stake of 182 shares — an estimated $9K sold.

Avantax Planning Partners first reported a position in EWW in Q1 2018 and held it in 2 quarters. The position peaked at $9K in Q3 2018. 157 funds tracked by Wall St. Rank hold EWW as of Q4 2018.

  • Avantax Planning Partners reported no remaining iShares MSCI Mexico ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 182 iShares MSCI Mexico ETF shares in Q4 2018, an estimated $9K.
  • Avantax Planning Partners first reported a position in iShares MSCI Mexico ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's iShares MSCI Mexico ETF position peaked at $9K in Q3 2018.
  • 157 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.