Ground Swell Capital’s iShares MSCI Mexico ETF EWW Stock Holding History

Ground Swell Capital’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	-4,024	Closed	-$216K	–	187
2024 Q3	$216K	Buy	+4,024	New	+$224K	0.19%	90
2023 Q3	–	Sell	-14,516	Closed	-$903K	–	93
2023 Q2	$903K	Buy	+14,516	New	+$887K	2.17%	6
2021 Q4	–	Sell	-7,076	Closed	-$341K	–	86
2021 Q3	$341K	Buy	+7,076	New	+$347K	1.47%	18
2014 Q3	–	Sell	-23	Closed	-$2K	–	2495
2014 Q2	$2K	Buy	+23	New	+$1.52K	﹤0.01%	1480

Other funds holding EWW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCA

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

MRC

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

CRAM

Compass Rose Asset Management New York $1.33B AUM 2.38% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

Ground Swell Capital's EWW Position: Q4 2024 in Review

Ground Swell Capital sold out of iShares MSCI Mexico ETF (EWW) in Q4 2024, closing a stake of 4,024 shares — an estimated $216K sold.

Ground Swell Capital first reported a position in EWW in Q2 2014 and held it in 4 quarters. The position peaked at $903K in Q2 2023. 175 funds tracked by Wall St. Rank hold EWW as of Q4 2024.

Ground Swell Capital reported no remaining iShares MSCI Mexico ETF position as of Q4 2024 after selling out during the quarter.
Ground Swell Capital sold 4,024 iShares MSCI Mexico ETF shares in Q4 2024, an estimated $216K.
Ground Swell Capital first reported a position in iShares MSCI Mexico ETF in Q2 2014 and held it in 4 quarters.
Ground Swell Capital's iShares MSCI Mexico ETF position peaked at $903K in Q2 2023.
175 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q4 2024.

Based on Ground Swell Capital's 13F filing for Q4 2024, filed 14 Feb 2025.