Benjamin F. Edwards & Company’s iShares MSCI Spain ETF EWP Stock Holding History

Benjamin F. Edwards & Company’s Portfolio EWP Stock Details EWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$473K	Buy	15,141 +292	+2%	+$9.4K	0.01%	701
2024 Q1	$478K	Buy	14,849 +180	+1%	+$5.41K	0.01%	663
2023 Q4	$449K	Buy	+14,669	New	+$422K	0.01%	664
2016 Q4	–	Sell	-27,047	Closed	-$725K	–	1249
2016 Q3	$725K	Sell	27,047 -2,098	-7%	-$54.9K	0.13%	174
2016 Q2	$728K	Buy	+29,145	New	+$793K	0.14%	161
2014 Q3	–	Sell	-22,465	Closed	-$962K	–	988
2014 Q2	$962K	Sell	22,465 -625	-3%	-$26.4K	0.24%	96
2014 Q1	$942K	Sell	23,090 -555	-2%	-$21.8K	0.26%	86
2013 Q4	$912K	Buy	+23,645	New	+$876K	0.31%	78

Other funds holding EWP

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

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

MWM

Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Benjamin F. Edwards & Company's EWP Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its iShares MSCI Spain ETF (EWP) stake by 2% in Q2 2024, buying an estimated $9.4K and bringing the position to 15,141 shares worth $473K. The position accounts for 0.01% of the portfolio, ranked #701.

Benjamin F. Edwards & Company first reported a position in EWP in Q4 2013 and has held it in 8 quarters since. The position peaked at $962K in Q2 2014. 73 funds tracked by Wall St. Rank hold EWP as of Q2 2024.

Benjamin F. Edwards & Company held 15,141 shares of iShares MSCI Spain ETF worth $473K as of Q2 2024.
Benjamin F. Edwards & Company bought 292 iShares MSCI Spain ETF shares in Q2 2024, an estimated $9.4K.
iShares MSCI Spain ETF made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #701 holding.
Benjamin F. Edwards & Company first reported a position in iShares MSCI Spain ETF in Q4 2013 and has held it in 8 quarters since.
Benjamin F. Edwards & Company's iShares MSCI Spain ETF position peaked at $962K in Q2 2014.
73 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.