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

Concert 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
2017 Q2	–	Sell	-5,618	Closed	-$244K	–	239
2017 Q1	$244K	Buy	5,618 +10	+0.2%	+$464	0.06%	408
2016 Q4	$244K	Buy	5,608 +2,286	+69%	+$107K	0.05%	410
2016 Q3	$161K	Buy	+3,322	New	+$167K	0.02%	687
2016 Q1	–	Sell	-7,877	Closed	-$389K	–	685
2015 Q4	$389K	Buy	+7,877	New	+$420K	0.05%	410
2014 Q4	–	Sell	-6,886	Closed	-$474K	–	641
2014 Q3	$474K	Buy	6,886 +370	+6%	+$26K	0.06%	276
2014 Q2	$428K	Buy	+6,516	New	+$429K	0.05%	322

Other funds holding EWW

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

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 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

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

NIMI

Natixis Investment Managers International Paris, France $1.29B AUM 24.83% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Concert Wealth Management's EWW Position: Q2 2017 in Review

Concert Wealth Management sold out of iShares MSCI Mexico ETF (EWW) in Q2 2017, closing a stake of 5,618 shares — an estimated $244K sold.

Concert Wealth Management first reported a position in EWW in Q2 2014 and held it in 6 quarters. The position peaked at $474K in Q3 2014. 174 funds tracked by Wall St. Rank hold EWW as of Q2 2017.

Concert Wealth Management reported no remaining iShares MSCI Mexico ETF position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 5,618 iShares MSCI Mexico ETF shares in Q2 2017, an estimated $244K.
Concert Wealth Management first reported a position in iShares MSCI Mexico ETF in Q2 2014 and held it in 6 quarters.
Concert Wealth Management's iShares MSCI Mexico ETF position peaked at $474K in Q3 2014.
174 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.