CX Institutional’s iShares MSCI Italy ETF EWI Stock Holding History

CX Institutional’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
2025 Q4	–	Sell	-186	Closed	-$10K	–	1542
2025 Q3	$10K	Hold	186	–	–	﹤0.01%	1187
2025 Q2	$9K	Hold	186	–	–	﹤0.01%	1048
2025 Q1	$8K	Buy	+186	New	+$7.47K	﹤0.01%	1032
2023 Q1	–	Sell	-310,299	Closed	-$8.36M	–	506
2022 Q4	$8.36M	Buy	+310,299	New	+$7.9M	0.51%	45
2022 Q3	–	Sell	-107,108	Closed	-$2.58M	–	685
2022 Q2	$2.58M	Sell	107,108 -57,187	-35%	-$1.56M	0.19%	134
2022 Q1	$4.85M	Buy	164,295 +13,664	+9%	+$423K	0.39%	66
2021 Q4	$4.94M	Buy	150,631 +1,185	+0.8%	+$38.9K	0.39%	72
2021 Q3	$4.73M	Sell	149,446 -2,414	-2%	-$78.5K	0.39%	71
2021 Q2	$4.92M	Sell	151,860 -1,239	-0.8%	-$40.5K	0.4%	72
2021 Q1	$4.82M	Buy	153,099 +42,612	+39%	+$1.29M	0.43%	63
2020 Q4	$3.25M	Buy	+110,487	New	+$2.98M	0.31%	83

Other funds holding EWI

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

CX Institutional's EWI Position: Q4 2025 in Review

CX Institutional sold out of iShares MSCI Italy ETF (EWI) in Q4 2025, closing a stake of 186 shares — an estimated $10K sold.

CX Institutional first reported a position in EWI in Q4 2020 and held it in 11 quarters. The position peaked at $8.36M in Q4 2022. 124 funds tracked by Wall St. Rank hold EWI as of Q4 2025.

CX Institutional reported no remaining iShares MSCI Italy ETF position as of Q4 2025 after selling out during the quarter.
CX Institutional sold 186 iShares MSCI Italy ETF shares in Q4 2025, an estimated $10K.
CX Institutional first reported a position in iShares MSCI Italy ETF in Q4 2020 and held it in 11 quarters.
CX Institutional's iShares MSCI Italy ETF position peaked at $8.36M in Q4 2022.
124 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q4 2025.

Based on CX Institutional's 13F filing for Q4 2025, filed 2 Feb 2026.