Financial Gravity Asset Management’s iShares MSCI Italy ETF EWI Stock Holding History

Financial Gravity Asset Management’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 Q1	–	Hold	0	–	–	–	1871
2023 Q4	–	Hold	0	–	–	–	1412
2023 Q3	–	Hold	0	–	–	–	1155
2023 Q2	–	Sell	-30	Closed	-$12	–	1677
2023 Q1	$12	Buy	+30	New	+$892	﹤0.01%	834
2022 Q4	–	Sell	-44	Closed	-$9	–	1449
2022 Q3	$9	Buy	+44	New	+$1.04K	﹤0.01%	771
2022 Q2	–	Sell	-60	Closed	-$12	–	770
2022 Q1	$12	Sell	60 -6	-9%	-$186	﹤0.01%	767
2021 Q4	$13	Buy	+66	New	+$2.17K	﹤0.01%	847
2021 Q3	–	Hold	0	–	–	–	690
2021 Q2	–	Hold	0	–	–	–	692
2019 Q4	–	Sell	-1,811	Closed	-$50K	–	1469
2019 Q3	$50K	Sell	1,811 -2,582	-59%	-$70.4K	0.04%	292
2019 Q2	$121K	Sell	4,393 -4,166	-49%	-$115K	0.1%	206
2019 Q1	$240K	Buy	+8,559	New	+$226K	0.19%	113
2018 Q3	$0	Sell	11 -4	-27%	-$114	﹤0.01%	1460
2018 Q2	$0	Buy	15 +4	+36%	+$127	﹤0.01%	1469
2018 Q1	$0	Buy	+11	New	+$357	﹤0.01%	1426

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

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

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

MWM

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

Financial Gravity Asset Management's EWI Position: Q1 2024 in Review

Financial Gravity Asset Management held its iShares MSCI Italy ETF (EWI) position steady in Q1 2024 at 0 shares worth $30. The position accounts for ﹤0.01% of the portfolio, ranked #1871.

Financial Gravity Asset Management first reported a position in EWI in Q1 2018 and has held it in 10 quarters since. The position peaked at $240K in Q1 2019. 90 funds tracked by Wall St. Rank hold EWI as of Q1 2024.

Financial Gravity Asset Management held 0 shares of iShares MSCI Italy ETF worth $30 as of Q1 2024.
Financial Gravity Asset Management left its iShares MSCI Italy ETF share count unchanged in Q1 2024.
iShares MSCI Italy ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2024, its #1871 holding.
Financial Gravity Asset Management first reported a position in iShares MSCI Italy ETF in Q1 2018 and has held it in 10 quarters since.
Financial Gravity Asset Management's iShares MSCI Italy ETF position peaked at $240K in Q1 2019.
90 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.