Capital Wealth Planning’s iShares MSCI Mexico ETF EWW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-7,500
Closed -$405K 166
2017
Q2
$405K Hold
7,500
0.06% 71
2017
Q1
$384K Hold
7,500
0.32% 41
2016
Q4
$329K Buy
+7,500
New +$353K 0.29% 45
2015
Q2
Sell
-3,500
Closed -$203K 128
2015
Q1
$203K Buy
+3,500
New +$204K 0.11% 105

Other funds holding EWW

Capital Wealth Planning's EWW Position: Q3 2017 in Review

Capital Wealth Planning sold out of iShares MSCI Mexico ETF (EWW) in Q3 2017, closing a stake of 7,500 shares — an estimated $405K sold.

Capital Wealth Planning first reported a position in EWW in Q1 2015 and held it in 4 quarters. The position peaked at $405K in Q2 2017. 154 funds tracked by Wall St. Rank hold EWW as of Q3 2017.

  • Capital Wealth Planning reported no remaining iShares MSCI Mexico ETF position as of Q3 2017 after selling out during the quarter.
  • Capital Wealth Planning sold 7,500 iShares MSCI Mexico ETF shares in Q3 2017, an estimated $405K.
  • Capital Wealth Planning first reported a position in iShares MSCI Mexico ETF in Q1 2015 and held it in 4 quarters.
  • Capital Wealth Planning's iShares MSCI Mexico ETF position peaked at $405K in Q2 2017.
  • 154 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q3 2017.

Based on Capital Wealth Planning's 13F filing for Q3 2017, filed 15 Nov 2017.