CFA
EWP icon

Carroll Financial Associates’s iShares MSCI Spain ETF EWP Stock Holding History

Carroll Financial Associates’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
2021
Q4 		– Sell
-84
Closed -$2K – 1707
2021
Q3 		$2K Buy
+84
New +$2.34K ﹤0.01% 1547
2015
Q3 		– Sell
-156
Closed -$5K – 1096
2015
Q2 		$5K Buy
+156
New +$5.52K ﹤0.01% 847

Other funds holding EWP

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Carroll Financial Associates sold out of iShares MSCI Spain ETF (EWP) in Q4 2021, closing a stake of 84 shares — an estimated $2K sold.

Carroll Financial Associates first reported a position in EWP in Q2 2015 and held it in 2 quarters. The position peaked at $5K in Q2 2015. 64 funds tracked by Wall St. Rank hold EWP as of Q4 2021.

  • Carroll Financial Associates reported no remaining iShares MSCI Spain ETF position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 84 iShares MSCI Spain ETF shares in Q4 2021, an estimated $2K.
  • Carroll Financial Associates first reported a position in iShares MSCI Spain ETF in Q2 2015 and held it in 2 quarters.
  • Carroll Financial Associates's iShares MSCI Spain ETF position peaked at $5K in Q2 2015.
  • 64 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q4 2021.

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