Greenwood Capital Associates’s iShares MSCI Mexico ETF EWW Stock Holding History

Greenwood Capital Associates’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 Q4	–	Sell	-19,926	Closed	-$1.07M	–	247
2024 Q3	$1.07M	Sell	19,926 -1,640	-8%	-$91.2K	0.14%	127
2024 Q2	$1.22M	Sell	21,566 -629	-3%	-$40.4K	0.16%	121
2024 Q1	$1.54M	Buy	22,195 +321	+1%	+$21.4K	0.2%	103
2023 Q4	$1.48M	Buy	+21,874	New	+$1.32M	0.19%	98
2023 Q2	–	Sell	-37,629	Closed	-$2.24M	–	245
2023 Q1	$2.24M	Buy	37,629 +19,058	+103%	+$1.08M	0.32%	82
2022 Q4	$918K	Buy	+18,571	New	+$935K	0.15%	117
2021 Q3	–	Sell	-10,629	Closed	-$510K	–	209
2021 Q2	$510K	Buy	+10,629	New	+$502K	0.08%	180
2018 Q4	–	Sell	-26,045	Closed	-$1.33M	–	175
2018 Q3	$1.33M	Buy	+26,045	New	+$1.32M	0.29%	71
2017 Q3	–	Sell	-27,115	Closed	-$1.46M	–	208
2017 Q2	$1.46M	Buy	+27,115	New	+$1.42M	0.38%	82
2014 Q4	–	Sell	-43,339	Closed	-$2.98M	–	158
2014 Q3	$2.98M	Buy	43,339 +15,804	+57%	+$1.11M	0.91%	48
2014 Q2	$1.87M	Sell	27,535 -605	-2%	-$39.9K	0.58%	68
2014 Q1	$1.8M	Buy	28,140 +3,470	+14%	+$217K	0.58%	73
2013 Q4	$1.68M	Hold	24,670	–	–	0.52%	78
2013 Q3	$1.58M	Buy	+24,670	New	+$1.63M	0.56%	76

Other funds holding EWW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

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

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Compass Rose Asset Management New York $3.55B AUM 2.06% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

Greenwood Capital Associates's EWW Position: Q4 2024 in Review

Greenwood Capital Associates sold out of iShares MSCI Mexico ETF (EWW) in Q4 2024, closing a stake of 19,926 shares — an estimated $1.07M sold.

Greenwood Capital Associates first reported a position in EWW in Q3 2013 and held it in 14 quarters. The position peaked at $2.98M in Q3 2014. 176 funds tracked by Wall St. Rank hold EWW as of Q4 2024.

Greenwood Capital Associates reported no remaining iShares MSCI Mexico ETF position as of Q4 2024 after selling out during the quarter.
Greenwood Capital Associates sold 19,926 iShares MSCI Mexico ETF shares in Q4 2024, an estimated $1.07M.
Greenwood Capital Associates first reported a position in iShares MSCI Mexico ETF in Q3 2013 and held it in 14 quarters.
Greenwood Capital Associates's iShares MSCI Mexico ETF position peaked at $2.98M in Q3 2014.
176 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q4 2024.

Based on Greenwood Capital Associates's 13F filing for Q4 2024, filed 27 Jan 2025.