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Focused Wealth Management’s iShares MSCI Italy ETF EWI Stock Holding History

Focused Wealth 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
2016
Q3 		– Sell
-929
Closed -$20K – 668
2016
Q2 		$20K Buy
+929
New +$22.1K 0.01% 353

Other funds holding EWI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Focused Wealth Management's EWI Position: Q3 2016 in Review

Focused Wealth Management sold out of iShares MSCI Italy ETF (EWI) in Q3 2016, closing a stake of 929 shares — an estimated $20K sold.

Focused Wealth Management first reported a position in EWI in Q2 2016 and held it in 1 quarter. The position peaked at $20K in Q2 2016. 67 funds tracked by Wall St. Rank hold EWI as of Q3 2016.

  • Focused Wealth Management reported no remaining iShares MSCI Italy ETF position as of Q3 2016 after selling out during the quarter.
  • Focused Wealth Management sold 929 iShares MSCI Italy ETF shares in Q3 2016, an estimated $20K.
  • Focused Wealth Management first reported a position in iShares MSCI Italy ETF in Q2 2016 and held it in 1 quarter.
  • Focused Wealth Management's iShares MSCI Italy ETF position peaked at $20K in Q2 2016.
  • 67 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q3 2016.

Based on Focused Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.