Evolution Wealth Advisors
EWW icon

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

Evolution 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
Q4 		– Sell
-95,088
Closed -$5.11M – 147
2024
Q3 		$5.11M Buy
95,088
+2,330
+3% +$130K 0.92% 24
2024
Q2 		$5.25M Buy
92,758
+3,286
+4% +$211K 1.02% 22
2024
Q1 		$6.2M Sell
89,472
-563
-0.6% -$37.4K 1.19% 20
2023
Q4 		$6.11M Sell
90,035
-418
-0.5% -$25.2K 1.23% 21
2023
Q3 		$5.27M Buy
+90,453
New +$5.6M 1.18% 24

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bridgewater Associates
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Compass Rose Asset Management
Compass Rose Asset Management New York $3.55B AUM 2.06% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

Evolution Wealth Advisors's EWW Position: Q4 2024 in Review

Evolution Wealth Advisors sold out of iShares MSCI Mexico ETF (EWW) in Q4 2024, closing a stake of 95,088 shares — an estimated $5.11M sold.

Evolution Wealth Advisors first reported a position in EWW in Q3 2023 and held it in 5 quarters. The position peaked at $6.2M in Q1 2024. 176 funds tracked by Wall St. Rank hold EWW as of Q4 2024.

  • Evolution Wealth Advisors reported no remaining iShares MSCI Mexico ETF position as of Q4 2024 after selling out during the quarter.
  • Evolution Wealth Advisors sold 95,088 iShares MSCI Mexico ETF shares in Q4 2024, an estimated $5.11M.
  • Evolution Wealth Advisors first reported a position in iShares MSCI Mexico ETF in Q3 2023 and held it in 5 quarters.
  • Evolution Wealth Advisors's iShares MSCI Mexico ETF position peaked at $6.2M in Q1 2024.
  • 176 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q4 2024.

Based on Evolution Wealth Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.