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

Cyndeo 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
2026 Q3	$297K	Sell	5,022 -865	-15%	-$52.9K	0.01%	454
2026 Q2	$350K	Sell	5,887 -81	-1%	-$4.63K	0.02%	410
2026 Q1	$324K	Sell	5,968 -12	-0.2%	-$660	0.02%	394
2025 Q4	$322K	Sell	5,980 -156	-3%	-$7.98K	0.02%	388
2025 Q3	$304K	Buy	6,136 +255	+4%	+$11.9K	0.02%	387
2025 Q2	$259K	Buy	+5,881	New	+$243K	0.02%	411

Other funds holding EWP

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

VIS

Vertex Investment Solutions Chiyoda-Ku $137M AUM 0.07% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Shayne & Jacobs LLC Nashville, Tennessee $335M AUM 11.96% 1-Year Est. Return

BFI Infinity Zurich, Switzerland $212M AUM 31.86% 1-Year Est. Return

Cyndeo Wealth Partners's EWP Position: Q3 2026 in Review

Cyndeo Wealth Partners reduced its iShares MSCI Spain ETF (EWP) stake by 15% in Q3 2026, selling an estimated $52.9K and leaving 5,022 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #454.

Cyndeo Wealth Partners first reported a position in EWP in Q2 2025 and has held it in 6 quarters since. The position peaked at $350K in Q2 2026. 25 funds tracked by Wall St. Rank hold EWP as of Q3 2026.

Cyndeo Wealth Partners held 5,022 shares of iShares MSCI Spain ETF worth $297K as of Q3 2026.
Cyndeo Wealth Partners sold 865 iShares MSCI Spain ETF shares in Q3 2026, an estimated $52.9K.
iShares MSCI Spain ETF made up 0.01% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #454 holding.
Cyndeo Wealth Partners first reported a position in iShares MSCI Spain ETF in Q2 2025 and has held it in 6 quarters since.
Cyndeo Wealth Partners's iShares MSCI Spain ETF position peaked at $350K in Q2 2026.
25 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.