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Foundations Investment Advisors’s iShares MSCI Italy ETF EWI Stock Holding History

Foundations Investment Advisors’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
-24,004
Closed -$861K – 827
2024
Q2 		$861K Buy
+24,004
New +$897K 0.02% 368

Other funds holding EWI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC World Market
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
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Foundations Investment Advisors's EWI Position: Q3 2024 in Review

Foundations Investment Advisors sold out of iShares MSCI Italy ETF (EWI) in Q3 2024, closing a stake of 24,004 shares — an estimated $861K sold.

Foundations Investment Advisors first reported a position in EWI in Q2 2024 and held it in 1 quarter. The position peaked at $861K in Q2 2024. 95 funds tracked by Wall St. Rank hold EWI as of Q3 2024.

  • Foundations Investment Advisors reported no remaining iShares MSCI Italy ETF position as of Q3 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 24,004 iShares MSCI Italy ETF shares in Q3 2024, an estimated $861K.
  • Foundations Investment Advisors first reported a position in iShares MSCI Italy ETF in Q2 2024 and held it in 1 quarter.
  • Foundations Investment Advisors's iShares MSCI Italy ETF position peaked at $861K in Q2 2024.
  • 95 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q3 2024.

Based on Foundations Investment Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.