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IAG Wealth Partners’s iShares MSCI Mexico ETF EWW Stock Holding History

IAG Wealth Partners’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
Q4 		– Sell
-120
Closed -$6.99K – 440
2023
Q3 		$6.99K Hold
120
– – ﹤0.01% 340
2023
Q2 		$7.46K Buy
+120
New +$7.33K ﹤0.01% 343

Other funds holding EWW

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IAG Wealth Partners's EWW Position: Q4 2023 in Review

IAG Wealth Partners sold out of iShares MSCI Mexico ETF (EWW) in Q4 2023, closing a stake of 120 shares — an estimated $6.99K sold.

IAG Wealth Partners first reported a position in EWW in Q2 2023 and held it in 2 quarters. The position peaked at $7.46K in Q2 2023. 258 funds tracked by Wall St. Rank hold EWW as of Q4 2023.

  • IAG Wealth Partners reported no remaining iShares MSCI Mexico ETF position as of Q4 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 120 iShares MSCI Mexico ETF shares in Q4 2023, an estimated $6.99K.
  • IAG Wealth Partners first reported a position in iShares MSCI Mexico ETF in Q2 2023 and held it in 2 quarters.
  • IAG Wealth Partners's iShares MSCI Mexico ETF position peaked at $7.46K in Q2 2023.
  • 258 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q4 2023.

Based on IAG Wealth Partners's 13F filing for Q4 2023, filed 2 Feb 2024.