Brookstone Capital Management’s iShares MSCI Mexico ETF EWW Stock Holding History

Brookstone Capital Management’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
2023 Q3	–	Sell	-8,577	Closed	-$537K	–	845
2023 Q2	$537K	Buy	+8,577	New	+$524K	0.01%	565
2015 Q4	–	Sell	-66	Closed	-$3K	–	381
2015 Q3	$3K	Hold	66	–	–	﹤0.01%	1607
2015 Q2	$4K	Buy	+66	New	+$3.9K	﹤0.01%	1612
2014 Q4	–	Sell	-210,757	Closed	-$14.5M	–	168
2014 Q3	$14.5M	Buy	+210,757	New	+$14.8M	2.72%	11

Other funds holding EWW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Brookstone Capital Management's EWW Position: Q3 2023 in Review

Brookstone Capital Management sold out of iShares MSCI Mexico ETF (EWW) in Q3 2023, closing a stake of 8,577 shares — an estimated $537K sold.

Brookstone Capital Management first reported a position in EWW in Q3 2014 and held it in 4 quarters. The position peaked at $14.5M in Q3 2014. 228 funds tracked by Wall St. Rank hold EWW as of Q3 2023.

Brookstone Capital Management reported no remaining iShares MSCI Mexico ETF position as of Q3 2023 after selling out during the quarter.
Brookstone Capital Management sold 8,577 iShares MSCI Mexico ETF shares in Q3 2023, an estimated $537K.
Brookstone Capital Management first reported a position in iShares MSCI Mexico ETF in Q3 2014 and held it in 4 quarters.
Brookstone Capital Management's iShares MSCI Mexico ETF position peaked at $14.5M in Q3 2014.
228 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q3 2023.

Based on Brookstone Capital Management's 13F filing for Q3 2023, filed 20 Oct 2023.