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Connectus Wealth’s iShares MSCI Spain ETF EWP Stock Holding History

Connectus Wealth’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
2024
Q1 		– Sell
-7,391
Closed -$227K – 400
2023
Q4 		$227K Buy
+7,391
New +$213K ﹤0.01% 472
2022
Q2 		– Sell
-19,308
Closed -$508K – 442
2022
Q1 		$508K Buy
+19,308
New +$500K 0.02% 304

Other funds holding EWP

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Connectus Wealth's EWP Position: Q1 2024 in Review

Connectus Wealth sold out of iShares MSCI Spain ETF (EWP) in Q1 2024, closing a stake of 7,391 shares — an estimated $227K sold.

Connectus Wealth first reported a position in EWP in Q1 2022 and held it in 2 quarters. The position peaked at $508K in Q1 2022. 64 funds tracked by Wall St. Rank hold EWP as of Q1 2024.

  • Connectus Wealth reported no remaining iShares MSCI Spain ETF position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 7,391 iShares MSCI Spain ETF shares in Q1 2024, an estimated $227K.
  • Connectus Wealth first reported a position in iShares MSCI Spain ETF in Q1 2022 and held it in 2 quarters.
  • Connectus Wealth's iShares MSCI Spain ETF position peaked at $508K in Q1 2022.
  • 64 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.