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Elmwood Wealth Management’s iShares MSCI Austria ETF EWO Stock Holding History

Elmwood Wealth Management’s Portfolio EWO Stock Details EWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-167
Closed -$3K – 139
2019
Q3 		$3K Hold
167
– – ﹤0.01% 234
2019
Q2 		$3K Hold
167
– – ﹤0.01% 255
2019
Q1 		$3K Hold
167
– – ﹤0.01% 251
2018
Q4 		$3K Buy
+167
New +$3.46K ﹤0.01% 258

Other funds holding EWO

CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Elmwood Wealth Management's EWO Position: Q4 2019 in Review

Elmwood Wealth Management sold out of iShares MSCI Austria ETF (EWO) in Q4 2019, closing a stake of 167 shares — an estimated $3K sold.

Elmwood Wealth Management first reported a position in EWO in Q4 2018 and held it in 4 quarters. The position peaked at $3K in Q3 2019. 39 funds tracked by Wall St. Rank hold EWO as of Q4 2019.

  • Elmwood Wealth Management reported no remaining iShares MSCI Austria ETF position as of Q4 2019 after selling out during the quarter.
  • Elmwood Wealth Management sold 167 iShares MSCI Austria ETF shares in Q4 2019, an estimated $3K.
  • Elmwood Wealth Management first reported a position in iShares MSCI Austria ETF in Q4 2018 and held it in 4 quarters.
  • Elmwood Wealth Management's iShares MSCI Austria ETF position peaked at $3K in Q3 2019.
  • 39 funds tracked by Wall St. Rank held iShares MSCI Austria ETF as of Q4 2019.

Based on Elmwood Wealth Management's 13F filing for Q4 2019, filed 5 Feb 2020.