H&H Retirement Design & Management’s iShares MSCI Mexico ETF EWW Stock Holding History

H&H Retirement Design & 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
2023 Q1	–	Sell	-8,294	Closed	-$470K	–	67
2022 Q4	$470K	Buy	8,294 +234	+3%	+$11.8K	0.4%	44
2022 Q3	$364K	Sell	8,060 -2,394	-23%	-$110K	0.34%	51
2022 Q2	$481K	Sell	10,454 -1,691	-14%	-$84.7K	0.35%	45
2022 Q1	$646K	Buy	12,145 +1,827	+18%	+$91.8K	0.44%	37
2021 Q4	$499K	Buy	+10,318	New	+$499K	0.32%	47

Other funds holding EWW

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

CSM Advisors Warrendale, Pennsylvania $4.68B AUM 43.65% 1-Year Est. Return

NRA

NSI Retail Advisors Warrendale, Pennsylvania $629M AUM 18.3% 1-Year Est. Return

H&H Retirement Design & Management's EWW Position: Q1 2023 in Review

H&H Retirement Design & Management sold out of iShares MSCI Mexico ETF (EWW) in Q1 2023, closing a stake of 8,294 shares — an estimated $470K sold.

H&H Retirement Design & Management first reported a position in EWW in Q4 2021 and held it in 5 quarters. The position peaked at $646K in Q1 2022. 217 funds tracked by Wall St. Rank hold EWW as of Q1 2023.

H&H Retirement Design & Management reported no remaining iShares MSCI Mexico ETF position as of Q1 2023 after selling out during the quarter.
H&H Retirement Design & Management sold 8,294 iShares MSCI Mexico ETF shares in Q1 2023, an estimated $470K.
H&H Retirement Design & Management first reported a position in iShares MSCI Mexico ETF in Q4 2021 and held it in 5 quarters.
H&H Retirement Design & Management's iShares MSCI Mexico ETF position peaked at $646K in Q1 2022.
217 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q1 2023.

Based on H&H Retirement Design & Management's 13F filing for Q1 2023, filed 17 Apr 2023.