Freedom Investment Management’s iShares MSCI Mexico ETF EWW Stock Holding History

Freedom Investment 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
2024 Q2	–	Sell	-2,955	Closed	-$205K	–	813
2024 Q1	$205K	Sell	2,955 -765	-21%	-$50.9K	0.02%	744
2023 Q4	$252K	Buy	3,720 +9	+0.2%	+$544	0.02%	651
2023 Q3	$216K	Sell	3,711 -1,433	-28%	-$88.8K	0.03%	607
2023 Q2	$320K	Buy	5,144 +967	+23%	+$59.1K	0.04%	517
2023 Q1	$249K	Buy	4,177 +112	+3%	+$6.38K	0.03%	603
2022 Q4	$201K	Sell	4,065 -2,117	-34%	-$107K	0.02%	662
2022 Q3	$273K	Sell	6,182 -11	-0.2%	-$507	0.03%	591
2022 Q2	$289K	Buy	6,193 +2,122	+52%	+$106K	0.03%	596
2022 Q1	$224K	Buy	4,071 +110	+3%	+$5.53K	0.02%	698
2021 Q4	$200K	Buy	+3,961	New	+$191K	0.01%	818
2021 Q3	–	Sell	-4,320	Closed	-$207K	–	844
2021 Q2	$207K	Sell	4,320 -309	-7%	-$14.6K	0.02%	813
2021 Q1	$203K	Sell	4,629 -32	-0.7%	-$1.38K	0.02%	786
2020 Q4	$200K	Buy	+4,661	New	+$181K	0.02%	578
2020 Q2	–	Sell	-4,577	Closed	-$212K	–	608
2020 Q1	$212K	Sell	4,577 -1	-0%	-$42	0.02%	613
2019 Q4	$206K	Sell	4,578 -230	-5%	-$10.2K	0.02%	610
2019 Q3	$205K	Buy	4,808 +79	+2%	+$3.3K	0.02%	632
2019 Q2	$205K	Sell	4,729 -1,097	-19%	-$49.2K	0.02%	630
2019 Q1	$254K	Sell	5,826 -5	-0.1%	-$220	0.02%	568
2018 Q4	$240K	Sell	5,831 -504	-8%	-$21.9K	0.02%	646
2018 Q3	$311K	Sell	6,335 -103	-2%	-$5.22K	0.02%	690
2018 Q2	$304K	Sell	6,438 -572	-8%	-$27.6K	0.02%	750
2018 Q1	$361K	Sell	7,010 -229	-3%	-$11.8K	0.02%	808
2017 Q4	$357K	Sell	7,239 -470	-6%	-$23.9K	0.02%	807
2017 Q3	$421K	Buy	7,709 +237	+3%	+$13.3K	0.02%	679
2017 Q2	$403K	Buy	7,472 +135	+2%	+$7.07K	0.02%	656
2017 Q1	$375K	Buy	7,337 +462	+7%	+$21.4K	0.02%	652
2016 Q4	$302K	Buy	6,875 +3	+0%	+$141	0.02%	693
2016 Q3	$333K	Sell	6,872 -5,224	-43%	-$263K	0.02%	584
2016 Q2	$609K	Buy	12,096 +4,350	+56%	+$221K	0.04%	358
2016 Q1	$416K	Buy	7,746 +1,241	+19%	+$60.2K	0.03%	458
2015 Q4	$324K	Sell	6,505 -11,287	-63%	-$602K	0.02%	532
2015 Q3	$1.78M	Buy	17,792 +12,242	+221%	+$663K	0.18%	72
2015 Q2	$317K	Buy	5,550 +409	+8%	+$24.2K	0.03%	475
2015 Q1	$298K	Sell	5,141 -52	-1%	-$3.04K	0.03%	478
2014 Q4	$308K	Buy	5,193 +110	+2%	+$7.07K	0.04%	415
2014 Q3	$349K	Buy	5,083 +583	+13%	+$41K	0.06%	303
2014 Q2	$305K	Buy	4,500 +202	+5%	+$13.3K	0.05%	342
2014 Q1	$275K	Buy	4,298 +180	+4%	+$11.3K	0.06%	314
2013 Q4	$280K	Buy	4,118 +204	+5%	+$13.4K	0.07%	296
2013 Q3	$250K	Buy	3,914 +170	+5%	+$11.2K	0.07%	269
2013 Q2	$244K	Buy	+3,744	New	+$260K	0.08%	232

Other funds holding EWW

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

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

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

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Freedom Investment Management's EWW Position: Q2 2024 in Review

Freedom Investment Management sold out of iShares MSCI Mexico ETF (EWW) in Q2 2024, closing a stake of 2,955 shares — an estimated $205K sold.

Freedom Investment Management first reported a position in EWW in Q2 2013 and held it in 41 quarters. The position peaked at $1.78M in Q3 2015. 220 funds tracked by Wall St. Rank hold EWW as of Q2 2024.

Freedom Investment Management reported no remaining iShares MSCI Mexico ETF position as of Q2 2024 after selling out during the quarter.
Freedom Investment Management sold 2,955 iShares MSCI Mexico ETF shares in Q2 2024, an estimated $205K.
Freedom Investment Management first reported a position in iShares MSCI Mexico ETF in Q2 2013 and held it in 41 quarters.
Freedom Investment Management's iShares MSCI Mexico ETF position peaked at $1.78M in Q3 2015.
220 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q2 2024.

Based on Freedom Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.