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Glassman Wealth Services’s iShares MSCI Mexico ETF EWW Stock Holding History

Glassman Wealth Services’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
Q2 		– Sell
-50
Closed -$1K – 1314
2020
Q1 		$1K Buy
+50
New +$2.08K ﹤0.01% 860
2015
Q1 		– Sell
-643
Closed -$38K – 436
2014
Q4 		$38K Buy
+643
New +$41.3K 0.03% 180

Other funds holding EWW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $1.58B AUM 19.49% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Glassman Wealth Services's EWW Position: Q2 2020 in Review

Glassman Wealth Services sold out of iShares MSCI Mexico ETF (EWW) in Q2 2020, closing a stake of 50 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in EWW in Q4 2014 and held it in 2 quarters. The position peaked at $38K in Q4 2014. 133 funds tracked by Wall St. Rank hold EWW as of Q2 2020.

  • Glassman Wealth Services reported no remaining iShares MSCI Mexico ETF position as of Q2 2020 after selling out during the quarter.
  • Glassman Wealth Services sold 50 iShares MSCI Mexico ETF shares in Q2 2020, an estimated $1K.
  • Glassman Wealth Services first reported a position in iShares MSCI Mexico ETF in Q4 2014 and held it in 2 quarters.
  • Glassman Wealth Services's iShares MSCI Mexico ETF position peaked at $38K in Q4 2014.
  • 133 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q2 2020.

Based on Glassman Wealth Services's 13F filing for Q2 2020, filed 6 Aug 2020.