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

Frontier 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
2017
Q4 		– Sell
-4,000
Closed -$218K – 364
2017
Q3 		$218K Hold
4,000
– – 0.03% 346
2017
Q2 		$216K Hold
4,000
– – 0.03% 347
2017
Q1 		$205K Buy
+4,000
New +$186K 0.03% 360

Other funds holding EWW

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NIMI
Natixis Investment Managers International Paris, France $1.29B AUM 24.83% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Frontier Wealth Management's EWW Position: Q4 2017 in Review

Frontier Wealth Management sold out of iShares MSCI Mexico ETF (EWW) in Q4 2017, closing a stake of 4,000 shares — an estimated $218K sold.

Frontier Wealth Management first reported a position in EWW in Q1 2017 and held it in 3 quarters. The position peaked at $218K in Q3 2017. 164 funds tracked by Wall St. Rank hold EWW as of Q4 2017.

  • Frontier Wealth Management reported no remaining iShares MSCI Mexico ETF position as of Q4 2017 after selling out during the quarter.
  • Frontier Wealth Management sold 4,000 iShares MSCI Mexico ETF shares in Q4 2017, an estimated $218K.
  • Frontier Wealth Management first reported a position in iShares MSCI Mexico ETF in Q1 2017 and held it in 3 quarters.
  • Frontier Wealth Management's iShares MSCI Mexico ETF position peaked at $218K in Q3 2017.
  • 164 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q4 2017.

Based on Frontier Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.