Capstone Investment Advisors
EWW icon

Capstone Investment Advisors’s iShares MSCI Mexico ETF EWW Stock Holding History

Capstone Investment Advisors’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
2019
Q4 		– Sell
-7,094
Closed -$303K – 1402
2019
Q3 		$303K Buy
+7,094
New +$296K ﹤0.01% 1178
2018
Q1 		– Sell
-39,461
Closed -$1.95M – 404
2017
Q4 		$1.95M Sell
39,461
-197,253
-83% -$10M 0.05% 163
2017
Q3 		$12.9M Buy
+236,714
New +$13.3M 0.45% 59
2016
Q3 		– Sell
-35,298
Closed -$1.77M – 787
2016
Q2 		$1.78M Buy
+35,298
New +$1.8M 0.03% 253

Other funds holding EWW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capstone Investment Advisors's EWW Position: Q4 2019 in Review

Capstone Investment Advisors sold out of iShares MSCI Mexico ETF (EWW) in Q4 2019, closing a stake of 7,094 shares — an estimated $303K sold.

Capstone Investment Advisors first reported a position in EWW in Q2 2016 and held it in 4 quarters. The position peaked at $12.9M in Q3 2017. 153 funds tracked by Wall St. Rank hold EWW as of Q4 2019.

  • Capstone Investment Advisors reported no remaining iShares MSCI Mexico ETF position as of Q4 2019 after selling out during the quarter.
  • Capstone Investment Advisors sold 7,094 iShares MSCI Mexico ETF shares in Q4 2019, an estimated $303K.
  • Capstone Investment Advisors first reported a position in iShares MSCI Mexico ETF in Q2 2016 and held it in 4 quarters.
  • Capstone Investment Advisors's iShares MSCI Mexico ETF position peaked at $12.9M in Q3 2017.
  • 153 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q4 2019.

Based on Capstone Investment Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.