Connectus Wealth’s iShares MSCI Italy ETF EWI Stock Holding History

Connectus Wealth’s Portfolio EWI Stock Details EWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-9,913	Closed	-$316K	–	496
2023 Q2	$316K	Buy	9,913 +434	+5%	+$13.5K	0.01%	389
2023 Q1	$288K	Buy	+9,479	New	+$282K	0.01%	391
2022 Q2	–	Sell	-18,536	Closed	-$609K	–	440
2022 Q1	$609K	Buy	+18,536	New	+$574K	0.02%	292

Other funds holding EWI

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Connectus Wealth's EWI Position: Q3 2023 in Review

Connectus Wealth sold out of iShares MSCI Italy ETF (EWI) in Q3 2023, closing a stake of 9,913 shares — an estimated $316K sold.

Connectus Wealth first reported a position in EWI in Q1 2022 and held it in 3 quarters. The position peaked at $609K in Q1 2022. 74 funds tracked by Wall St. Rank hold EWI as of Q3 2023.

Connectus Wealth reported no remaining iShares MSCI Italy ETF position as of Q3 2023 after selling out during the quarter.
Connectus Wealth sold 9,913 iShares MSCI Italy ETF shares in Q3 2023, an estimated $316K.
Connectus Wealth first reported a position in iShares MSCI Italy ETF in Q1 2022 and held it in 3 quarters.
Connectus Wealth's iShares MSCI Italy ETF position peaked at $609K in Q1 2022.
74 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q3 2023.

Based on Connectus Wealth's 13F filing for Q3 2023, filed 13 Nov 2023.