Concentrum Wealth Management’s iShares MSCI Mexico ETF EWW Stock Holding History

Concentrum Wealth 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
2022 Q2	–	Sell	-8,969	Closed	-$493K	–	57
2022 Q1	$493K	Buy	+8,969	New	+$451K	0.31%	42

Other funds holding EWW

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

Concentrum Wealth Management's EWW Position: Q2 2022 in Review

Concentrum Wealth Management sold out of iShares MSCI Mexico ETF (EWW) in Q2 2022, closing a stake of 8,969 shares — an estimated $493K sold.

Concentrum Wealth Management first reported a position in EWW in Q1 2022 and held it in 1 quarter. The position peaked at $493K in Q1 2022. 157 funds tracked by Wall St. Rank hold EWW as of Q2 2022.

Concentrum Wealth Management reported no remaining iShares MSCI Mexico ETF position as of Q2 2022 after selling out during the quarter.
Concentrum Wealth Management sold 8,969 iShares MSCI Mexico ETF shares in Q2 2022, an estimated $493K.
Concentrum Wealth Management first reported a position in iShares MSCI Mexico ETF in Q1 2022 and held it in 1 quarter.
Concentrum Wealth Management's iShares MSCI Mexico ETF position peaked at $493K in Q1 2022.
157 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q2 2022.

Based on Concentrum Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.