Ergoteles’s iShares MSCI Mexico ETF EWW Stock Holding History

Ergoteles’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
2023 Q1	–	Sell	-46,143	Closed	-$2.28M	–	1404
2022 Q4	$2.28M	Buy	+46,143	New	+$2.32M	0.08%	246
2022 Q1	–	Sell	-26,843	Closed	-$1.36M	–	1346
2021 Q4	$1.36M	Buy	+26,843	New	+$1.3M	0.05%	347
2021 Q2	–	Sell	-27,828	Closed	-$1.22M	–	1547
2021 Q1	$1.22M	Buy	+27,828	New	+$1.2M	0.04%	341

Other funds holding EWW

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

CSM Advisors Warrendale, Pennsylvania $4.68B AUM 43.65% 1-Year Est. Return

NRA

NSI Retail Advisors Warrendale, Pennsylvania $629M AUM 18.3% 1-Year Est. Return

Ergoteles's EWW Position: Q1 2023 in Review

Ergoteles sold out of iShares MSCI Mexico ETF (EWW) in Q1 2023, closing a stake of 46,143 shares — an estimated $2.28M sold.

Ergoteles first reported a position in EWW in Q1 2021 and held it in 3 quarters. The position peaked at $2.28M in Q4 2022. 217 funds tracked by Wall St. Rank hold EWW as of Q1 2023.

Ergoteles reported no remaining iShares MSCI Mexico ETF position as of Q1 2023 after selling out during the quarter.
Ergoteles sold 46,143 iShares MSCI Mexico ETF shares in Q1 2023, an estimated $2.28M.
Ergoteles first reported a position in iShares MSCI Mexico ETF in Q1 2021 and held it in 3 quarters.
Ergoteles's iShares MSCI Mexico ETF position peaked at $2.28M in Q4 2022.
217 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.