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

Cyndeo 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
2024 Q2	–	Sell	-5,821	Closed	-$403K	–	401
2024 Q1	$403K	Sell	5,821 -2,825	-33%	-$188K	0.03%	285
2023 Q4	$587K	Sell	8,646 -32,983	-79%	-$1.99M	0.05%	231
2023 Q3	$2.42M	Buy	41,629 +96	+0.2%	+$5.95K	0.25%	107
2023 Q2	$2.58M	Sell	41,533 -1,567	-4%	-$95.8K	0.27%	104
2023 Q1	$2.57M	Sell	43,100 -1,157	-3%	-$65.9K	0.28%	106
2022 Q4	$2.19M	Buy	+44,257	New	+$2.23M	0.26%	118

Other funds holding EWW

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Cyndeo Wealth Partners's EWW Position: Q2 2024 in Review

Cyndeo Wealth Partners sold out of iShares MSCI Mexico ETF (EWW) in Q2 2024, closing a stake of 5,821 shares — an estimated $403K sold.

Cyndeo Wealth Partners first reported a position in EWW in Q4 2022 and held it in 6 quarters. The position peaked at $2.58M in Q2 2023. 220 funds tracked by Wall St. Rank hold EWW as of Q2 2024.

Cyndeo Wealth Partners reported no remaining iShares MSCI Mexico ETF position as of Q2 2024 after selling out during the quarter.
Cyndeo Wealth Partners sold 5,821 iShares MSCI Mexico ETF shares in Q2 2024, an estimated $403K.
Cyndeo Wealth Partners first reported a position in iShares MSCI Mexico ETF in Q4 2022 and held it in 6 quarters.
Cyndeo Wealth Partners's iShares MSCI Mexico ETF position peaked at $2.58M in Q2 2023.
220 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q2 2024.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2024, filed 30 Jul 2024.