EWG Elevate’s iShares MSCI Italy ETF EWI Stock Holding History

EWG Elevate’s Portfolio EWI Stock Details EWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-18,009	Closed	-$646K	–	117
2024 Q2	$646K	Sell	18,009 -2,519	-12%	-$94.1K	0.24%	79
2024 Q1	$774K	Sell	20,528 -2,350	-10%	-$82.3K	0.29%	71
2023 Q4	$776K	Sell	22,878 -4,476	-16%	-$142K	0.32%	59
2023 Q3	$832K	Buy	+27,354	New	+$872K	0.38%	52
2023 Q2	–	Sell	-135,117	Closed	-$4.11M	–	101
2023 Q1	$4.11M	Buy	+135,117	New	+$4.02M	1.75%	19

Other funds holding EWI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWG Elevate's EWI Position: Q3 2024 in Review

EWG Elevate sold out of iShares MSCI Italy ETF (EWI) in Q3 2024, closing a stake of 18,009 shares — an estimated $646K sold.

EWG Elevate first reported a position in EWI in Q1 2023 and held it in 5 quarters. The position peaked at $4.11M in Q1 2023. 95 funds tracked by Wall St. Rank hold EWI as of Q3 2024.

EWG Elevate reported no remaining iShares MSCI Italy ETF position as of Q3 2024 after selling out during the quarter.
EWG Elevate sold 18,009 iShares MSCI Italy ETF shares in Q3 2024, an estimated $646K.
EWG Elevate first reported a position in iShares MSCI Italy ETF in Q1 2023 and held it in 5 quarters.
EWG Elevate's iShares MSCI Italy ETF position peaked at $4.11M in Q1 2023.
95 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q3 2024.

Based on EWG Elevate's 13F filing for Q3 2024, filed 7 Oct 2024.