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Gladstone Institutional Advisory’s iShares MSCI Mexico ETF EWW Stock Holding History

Gladstone Institutional Advisory’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
2023
Q2 		– Sell
-101,276
Closed -$6.03M – 653
2023
Q1 		$6.03M Buy
+101,276
New +$5.76M 0.39% 61

Other funds holding EWW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Gladstone Institutional Advisory's EWW Position: Q2 2023 in Review

Gladstone Institutional Advisory sold out of iShares MSCI Mexico ETF (EWW) in Q2 2023, closing a stake of 101,276 shares — an estimated $6.03M sold.

Gladstone Institutional Advisory first reported a position in EWW in Q1 2023 and held it in 1 quarter. The position peaked at $6.03M in Q1 2023. 235 funds tracked by Wall St. Rank hold EWW as of Q2 2023.

  • Gladstone Institutional Advisory reported no remaining iShares MSCI Mexico ETF position as of Q2 2023 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 101,276 iShares MSCI Mexico ETF shares in Q2 2023, an estimated $6.03M.
  • Gladstone Institutional Advisory first reported a position in iShares MSCI Mexico ETF in Q1 2023 and held it in 1 quarter.
  • Gladstone Institutional Advisory's iShares MSCI Mexico ETF position peaked at $6.03M in Q1 2023.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q2 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.