Edge Wealth Management’s iShares MSCI Mexico ETF EWW Stock Holding History

Edge Wealth 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
2017 Q1	–	Sell	-425	Closed	-$19K	–	526
2016 Q4	$19K	Buy	+425	New	+$20K	0.01%	279
2015 Q2	–	Sell	-1,000	Closed	-$58K	–	434
2015 Q1	$58K	Hold	1,000	–	–	0.02%	180
2014 Q4	$59K	Hold	1,000	–	–	0.02%	181
2014 Q3	$69K	Hold	1,000	–	–	0.03%	164
2014 Q2	$68K	Hold	1,000	–	–	0.03%	163
2014 Q1	$64K	Buy	+1,000	New	+$62.7K	0.03%	163

Other funds holding EWW

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

NIMI

Natixis Investment Managers International Paris, France $1.29B AUM 24.83% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Edge Wealth Management's EWW Position: Q1 2017 in Review

Edge Wealth Management sold out of iShares MSCI Mexico ETF (EWW) in Q1 2017, closing a stake of 425 shares — an estimated $19K sold.

Edge Wealth Management first reported a position in EWW in Q1 2014 and held it in 6 quarters. The position peaked at $69K in Q3 2014. 177 funds tracked by Wall St. Rank hold EWW as of Q1 2017.

Edge Wealth Management reported no remaining iShares MSCI Mexico ETF position as of Q1 2017 after selling out during the quarter.
Edge Wealth Management sold 425 iShares MSCI Mexico ETF shares in Q1 2017, an estimated $19K.
Edge Wealth Management first reported a position in iShares MSCI Mexico ETF in Q1 2014 and held it in 6 quarters.
Edge Wealth Management's iShares MSCI Mexico ETF position peaked at $69K in Q3 2014.
177 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q1 2017.

Based on Edge Wealth Management's 13F filing for Q1 2017, filed 12 Apr 2017.