Concord Wealth Partners’s iShares MSCI Mexico ETF EWW Stock Holding History

Concord Wealth Partners’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
2023 Q1	–	Sell	-102	Closed	-$5.04K	–	1069
2022 Q4	$5.04K	Buy	+102	New	+$5.14K	﹤0.01%	763
2022 Q1	–	Sell	-30	Closed	-$2K	–	1313
2021 Q4	$2K	Hold	30	–	–	﹤0.01%	1121
2021 Q3	$1K	Hold	30	–	–	﹤0.01%	823
2021 Q2	$1K	Hold	30	–	–	﹤0.01%	960
2021 Q1	$1K	Hold	30	–	–	﹤0.01%	906
2020 Q4	$1K	Buy	+30	New	+$1.17K	﹤0.01%	617

Other funds holding EWW

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

CSM Advisors Warrendale, Pennsylvania $4.68B AUM 43.65% 1-Year Est. Return

NRA

NSI Retail Advisors Warrendale, Pennsylvania $629M AUM 18.3% 1-Year Est. Return

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

Concord Wealth Partners sold out of iShares MSCI Mexico ETF (EWW) in Q1 2023, closing a stake of 102 shares — an estimated $5.04K sold.

Concord Wealth Partners first reported a position in EWW in Q4 2020 and held it in 6 quarters. The position peaked at $5.04K in Q4 2022. 217 funds tracked by Wall St. Rank hold EWW as of Q1 2023.

Concord Wealth Partners reported no remaining iShares MSCI Mexico ETF position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 102 iShares MSCI Mexico ETF shares in Q1 2023, an estimated $5.04K.
Concord Wealth Partners first reported a position in iShares MSCI Mexico ETF in Q4 2020 and held it in 6 quarters.
Concord Wealth Partners's iShares MSCI Mexico ETF position peaked at $5.04K in Q4 2022.
217 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q1 2023.

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