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EP Wealth Advisors’s iShares MSCI Mexico ETF EWW Stock Holding History

EP Wealth 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
Q3 		– Sell
-1,871
Closed -$106K – 1191
2024
Q2 		$106K Sell
1,871
-435
-19% -$27.9K ﹤0.01% 827
2024
Q1 		$160K Sell
2,306
-725
-24% -$48.2K ﹤0.01% 761
2023
Q4 		$206K Buy
+3,031
New +$183K ﹤0.01% 707

Other funds holding EWW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

EP Wealth Advisors's EWW Position: Q3 2024 in Review

EP Wealth Advisors sold out of iShares MSCI Mexico ETF (EWW) in Q3 2024, closing a stake of 1,871 shares — an estimated $106K sold.

EP Wealth Advisors first reported a position in EWW in Q4 2023 and held it in 3 quarters. The position peaked at $206K in Q4 2023. 199 funds tracked by Wall St. Rank hold EWW as of Q3 2024.

  • EP Wealth Advisors reported no remaining iShares MSCI Mexico ETF position as of Q3 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 1,871 iShares MSCI Mexico ETF shares in Q3 2024, an estimated $106K.
  • EP Wealth Advisors first reported a position in iShares MSCI Mexico ETF in Q4 2023 and held it in 3 quarters.
  • EP Wealth Advisors's iShares MSCI Mexico ETF position peaked at $206K in Q4 2023.
  • 199 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q3 2024.

Based on EP Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.