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

Gupta 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
2015 Q4	–	Sell	-11	Closed	-$1K	–	1283
2015 Q3	$1K	Sell	11 -1,489	-99%	-$80.6K	﹤0.01%	1192
2015 Q2	$86K	Hold	1,500	–	–	0.02%	369
2015 Q1	$87K	Buy	+1,500	New	+$87.5K	0.03%	321

Other funds holding EWW

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Gupta Wealth Management's EWW Position: Q4 2015 in Review

Gupta Wealth Management sold out of iShares MSCI Mexico ETF (EWW) in Q4 2015, closing a stake of 11 shares — an estimated $1K sold.

Gupta Wealth Management first reported a position in EWW in Q1 2015 and held it in 3 quarters. The position peaked at $87K in Q1 2015. 131 funds tracked by Wall St. Rank hold EWW as of Q4 2015.

Gupta Wealth Management reported no remaining iShares MSCI Mexico ETF position as of Q4 2015 after selling out during the quarter.
Gupta Wealth Management sold 11 iShares MSCI Mexico ETF shares in Q4 2015, an estimated $1K.
Gupta Wealth Management first reported a position in iShares MSCI Mexico ETF in Q1 2015 and held it in 3 quarters.
Gupta Wealth Management's iShares MSCI Mexico ETF position peaked at $87K in Q1 2015.
131 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.