Focused Wealth Management’s iShares MSCI Mexico ETF EWW Stock Holding History

Focused Wealth Management’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
2020 Q3	–	Sell	-100	Closed	-$3K	–	798
2020 Q2	$3K	Hold	100	–	–	﹤0.01%	635
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	575
2019 Q4	$5K	Hold	100	–	–	﹤0.01%	573
2019 Q3	$4K	Hold	100	–	–	﹤0.01%	588
2019 Q2	$4K	Hold	100	–	–	﹤0.01%	616
2019 Q1	$4K	Hold	100	–	–	﹤0.01%	567
2018 Q4	$4K	Hold	100	–	–	﹤0.01%	559
2018 Q3	$5K	Hold	100	–	–	﹤0.01%	515
2018 Q2	$5K	Hold	100	–	–	﹤0.01%	513
2018 Q1	$5K	Hold	100	–	–	﹤0.01%	555
2017 Q4	$5K	Hold	100	–	–	﹤0.01%	544
2017 Q3	$5K	Hold	100	–	–	﹤0.01%	510
2017 Q2	$5K	Hold	100	–	–	﹤0.01%	555
2017 Q1	$5K	Sell	100 -100	-50%	-$4.64K	﹤0.01%	541
2016 Q4	$9K	Buy	200 +100	+100%	+$4.7K	﹤0.01%	478
2016 Q3	$5K	Hold	100	–	–	﹤0.01%	525
2016 Q2	$5K	Sell	100 -100	-50%	-$5.09K	﹤0.01%	520
2016 Q1	$11K	Hold	200	–	–	0.01%	383
2015 Q4	$10K	Hold	200	–	–	0.01%	403
2015 Q3	$10K	Hold	200	–	–	0.01%	398
2015 Q2	$11K	Hold	200	–	–	0.01%	391
2015 Q1	$12K	Hold	200	–	–	0.01%	395
2014 Q4	$12K	Sell	200 -225	-53%	-$14.5K	0.01%	389
2014 Q3	$29K	Hold	425	–	–	0.02%	265
2014 Q2	$29K	Buy	+425	New	+$28K	0.02%	255

Other funds holding EWW

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

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

Focused Wealth Management's EWW Position: Q3 2020 in Review

Focused Wealth Management sold out of iShares MSCI Mexico ETF (EWW) in Q3 2020, closing a stake of 100 shares — an estimated $3K sold.

Focused Wealth Management first reported a position in EWW in Q2 2014 and held it in 25 quarters. The position peaked at $29K in Q3 2014. 125 funds tracked by Wall St. Rank hold EWW as of Q3 2020.

Focused Wealth Management reported no remaining iShares MSCI Mexico ETF position as of Q3 2020 after selling out during the quarter.
Focused Wealth Management sold 100 iShares MSCI Mexico ETF shares in Q3 2020, an estimated $3K.
Focused Wealth Management first reported a position in iShares MSCI Mexico ETF in Q2 2014 and held it in 25 quarters.
Focused Wealth Management's iShares MSCI Mexico ETF position peaked at $29K in Q3 2014.
125 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q3 2020.

Based on Focused Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.