Howe & Rusling’s iShares MSCI Mexico ETF EWW Stock Holding History

Howe & Rusling’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
2022 Q3	–	Sell	-88	Closed	-$4K	–	1095
2022 Q2	$4K	Sell	88 -4,783	-98%	-$240K	﹤0.01%	692
2022 Q1	$268K	Buy	+4,871	New	+$245K	0.03%	176
2021 Q1	–	Sell	-60	Closed	-$3K	–	967
2020 Q4	$3K	Buy	+60	New	+$2.33K	﹤0.01%	728

Other funds holding EWW

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

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

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

Howe & Rusling's EWW Position: Q3 2022 in Review

Howe & Rusling sold out of iShares MSCI Mexico ETF (EWW) in Q3 2022, closing a stake of 88 shares — an estimated $4K sold.

Howe & Rusling first reported a position in EWW in Q4 2020 and held it in 3 quarters. The position peaked at $268K in Q1 2022. 146 funds tracked by Wall St. Rank hold EWW as of Q3 2022.

Howe & Rusling reported no remaining iShares MSCI Mexico ETF position as of Q3 2022 after selling out during the quarter.
Howe & Rusling sold 88 iShares MSCI Mexico ETF shares in Q3 2022, an estimated $4K.
Howe & Rusling first reported a position in iShares MSCI Mexico ETF in Q4 2020 and held it in 3 quarters.
Howe & Rusling's iShares MSCI Mexico ETF position peaked at $268K in Q1 2022.
146 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q3 2022.

Based on Howe & Rusling's 13F filing for Q3 2022, filed 14 Nov 2022.