DC Investments Management’s iShares MSCI Mexico ETF EWW Stock Holding History

DC Investments Management’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
2023 Q3	–	Sell	-23,200	Closed	-$1.44M	–	88
2023 Q2	$1.44M	Hold	23,200	–	–	1.66%	15
2023 Q1	$1.38M	Hold	23,200	–	–	1.65%	15
2022 Q4	$1.15M	Buy	+23,200	New	+$1.17M	1.45%	24

Other funds holding EWW

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

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

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

DC Investments Management's EWW Position: Q3 2023 in Review

DC Investments Management sold out of iShares MSCI Mexico ETF (EWW) in Q3 2023, closing a stake of 23,200 shares — an estimated $1.44M sold.

DC Investments Management first reported a position in EWW in Q4 2022 and held it in 3 quarters. The position peaked at $1.44M in Q2 2023. 228 funds tracked by Wall St. Rank hold EWW as of Q3 2023.

DC Investments Management reported no remaining iShares MSCI Mexico ETF position as of Q3 2023 after selling out during the quarter.
DC Investments Management sold 23,200 iShares MSCI Mexico ETF shares in Q3 2023, an estimated $1.44M.
DC Investments Management first reported a position in iShares MSCI Mexico ETF in Q4 2022 and held it in 3 quarters.
DC Investments Management's iShares MSCI Mexico ETF position peaked at $1.44M in Q2 2023.
228 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q3 2023.

Based on DC Investments Management's 13F filing for Q3 2023, filed 14 Nov 2023.