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Dumont & Blake Investment Advisors’s iShares MSCI Mexico ETF EWW Stock Holding History

Dumont & Blake Investment Advisors’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
-10,804
Closed -$749K – 202
2024
Q1 		$749K Sell
10,804
-230
-2% -$15.3K 0.22% 109
2023
Q4 		$749K Sell
11,034
-236
-2% -$14.3K 0.23% 110
2023
Q3 		$656K Sell
11,270
-425
-4% -$26.3K 0.22% 110
2023
Q2 		$727K Buy
11,695
+1
+0% +$61 0.24% 103
2023
Q1 		$696K Sell
11,694
-155
-1% -$8.82K 0.24% 107
2022
Q4 		$586K Sell
11,849
-150
-1% -$7.55K 0.21% 113
2022
Q3 		$531K Sell
11,999
-202
-2% -$9.3K 0.2% 121
2022
Q2 		$568K Sell
12,201
-71
-0.6% -$3.56K 0.19% 127
2022
Q1 		$675K Sell
12,272
-65
-0.5% -$3.27K 0.18% 128
2021
Q4 		$624K Sell
12,337
-392
-3% -$18.9K 0.16% 130
2021
Q3 		$614K Buy
12,729
+78
+0.6% +$3.83K 0.18% 130
2021
Q2 		$607K Sell
12,651
-146
-1% -$6.89K 0.17% 131
2021
Q1 		$561K Sell
12,797
-163
-1% -$7K 0.17% 126
2020
Q4 		$557K Buy
12,960
+182
+1% +$7.07K 0.19% 120
2020
Q3 		$426K Buy
12,778
+570
+5% +$18.8K 0.16% 123
2020
Q2 		$389K Buy
12,208
+401
+3% +$12.2K 0.16% 129
2020
Q1 		$335K Sell
11,807
-225
-2% -$9.38K 0.17% 124
2019
Q4 		$542K Buy
12,032
+2
+0% +$89 0.21% 119
2019
Q3 		$514K Sell
12,030
-80
-0.7% -$3.34K 0.22% 116
2019
Q2 		$525K Buy
12,110
+113
+0.9% +$5.07K 0.22% 114
2019
Q1 		$523K Sell
11,997
-42
-0.3% -$1.84K 0.22% 114
2018
Q4 		$496K Sell
12,039
-1,363
-10% -$59.3K 0.23% 114
2018
Q3 		$687K Buy
+13,402
New +$679K 0.27% 118

Other funds holding EWW

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
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
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Dumont & Blake Investment Advisors's EWW Position: Q2 2024 in Review

Dumont & Blake Investment Advisors sold out of iShares MSCI Mexico ETF (EWW) in Q2 2024, closing a stake of 10,804 shares — an estimated $749K sold.

Dumont & Blake Investment Advisors first reported a position in EWW in Q3 2018 and held it in 23 quarters. The position peaked at $749K in Q4 2023. 220 funds tracked by Wall St. Rank hold EWW as of Q2 2024.

  • Dumont & Blake Investment Advisors reported no remaining iShares MSCI Mexico ETF position as of Q2 2024 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 10,804 iShares MSCI Mexico ETF shares in Q2 2024, an estimated $749K.
  • Dumont & Blake Investment Advisors first reported a position in iShares MSCI Mexico ETF in Q3 2018 and held it in 23 quarters.
  • Dumont & Blake Investment Advisors's iShares MSCI Mexico ETF position peaked at $749K in Q4 2023.
  • 220 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q2 2024.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.