CWP
EWP icon

Concord Wealth Partners’s iShares MSCI Spain ETF EWP Stock Holding History

Concord Wealth Partners’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
2023
Q1 		– Sell
-252
Closed -$6.09K – 1066
2022
Q4 		$6.09K Buy
+252
New +$5.72K ﹤0.01% 718

Other funds holding EWP

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concord Wealth Partners's EWP Position: Q1 2023 in Review

Concord Wealth Partners sold out of iShares MSCI Spain ETF (EWP) in Q1 2023, closing a stake of 252 shares — an estimated $6.09K sold.

Concord Wealth Partners first reported a position in EWP in Q4 2022 and held it in 1 quarter. The position peaked at $6.09K in Q4 2022. 51 funds tracked by Wall St. Rank hold EWP as of Q1 2023.

  • Concord Wealth Partners reported no remaining iShares MSCI Spain ETF position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 252 iShares MSCI Spain ETF shares in Q1 2023, an estimated $6.09K.
  • Concord Wealth Partners first reported a position in iShares MSCI Spain ETF in Q4 2022 and held it in 1 quarter.
  • Concord Wealth Partners's iShares MSCI Spain ETF position peaked at $6.09K in Q4 2022.
  • 51 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.