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Beaumont Financial Advisors’s iShares MSCI Italy ETF EWI Stock Holding History

Beaumont Financial Advisors’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
2021
Q2 		– Sell
-23,668
Closed -$745K – 369
2021
Q1 		$745K Buy
+23,668
New +$718K 0.06% 162
2020
Q4 		– Sell
-31,849
Closed -$777K – 340
2020
Q3 		$777K Buy
+31,849
New +$810K 0.07% 159

Other funds holding EWI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Beaumont Financial Advisors's EWI Position: Q2 2021 in Review

Beaumont Financial Advisors sold out of iShares MSCI Italy ETF (EWI) in Q2 2021, closing a stake of 23,668 shares — an estimated $745K sold.

Beaumont Financial Advisors first reported a position in EWI in Q3 2020 and held it in 2 quarters. The position peaked at $777K in Q3 2020. 77 funds tracked by Wall St. Rank hold EWI as of Q2 2021.

  • Beaumont Financial Advisors reported no remaining iShares MSCI Italy ETF position as of Q2 2021 after selling out during the quarter.
  • Beaumont Financial Advisors sold 23,668 iShares MSCI Italy ETF shares in Q2 2021, an estimated $745K.
  • Beaumont Financial Advisors first reported a position in iShares MSCI Italy ETF in Q3 2020 and held it in 2 quarters.
  • Beaumont Financial Advisors's iShares MSCI Italy ETF position peaked at $777K in Q3 2020.
  • 77 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q2 2021.

Based on Beaumont Financial Advisors's 13F filing for Q2 2021, filed 4 Aug 2021.