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Carroll Financial Associates’s iShares MSCI Italy ETF EWI Stock Holding History

Carroll Financial Associates’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
Q4 		$7K Buy
231
+154
+200% +$5.05K ﹤0.01% 1254
2021
Q3 		$2K Buy
+77
New +$2.5K ﹤0.01% 1546

Other funds holding EWI

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Carroll Financial Associates's EWI Position: Q4 2021 in Review

Carroll Financial Associates increased its iShares MSCI Italy ETF (EWI) stake by 200% in Q4 2021, buying an estimated $5.05K and bringing the position to 231 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

Carroll Financial Associates first reported a position in EWI in Q3 2021 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold EWI as of Q4 2021.

  • Carroll Financial Associates held 231 shares of iShares MSCI Italy ETF worth $7K as of Q4 2021.
  • Carroll Financial Associates bought 154 iShares MSCI Italy ETF shares in Q4 2021, an estimated $5.05K.
  • iShares MSCI Italy ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1254 holding.
  • Carroll Financial Associates first reported a position in iShares MSCI Italy ETF in Q3 2021 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.