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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,871
Closed -$106K 1191
2024
Q2
$106K Sell
1,871
-435
-19% -$24.6K ﹤0.01% 827
2024
Q1
$160K Sell
2,306
-725
-24% -$50.3K ﹤0.01% 761
2023
Q4
$206K Buy
+3,031
New +$206K ﹤0.01% 707