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ICA Group Wealth Management’s iShares MSCI Italy ETF EWI Stock Holding History

ICA Group Wealth Management’s Portfolio EWI Stock Details EWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-184
Closed -$6.94K – 937
2024
Q1 		$6.94K Buy
184
+44
+31% +$1.54K ﹤0.01% 970
2023
Q4 		$4.75K Buy
+140
New +$4.44K ﹤0.01% 1036

Other funds holding EWI

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return

ICA Group Wealth Management's EWI Position: Q2 2024 in Review

ICA Group Wealth Management sold out of iShares MSCI Italy ETF (EWI) in Q2 2024, closing a stake of 184 shares — an estimated $6.94K sold.

ICA Group Wealth Management first reported a position in EWI in Q4 2023 and held it in 2 quarters. The position peaked at $6.94K in Q1 2024. 92 funds tracked by Wall St. Rank hold EWI as of Q2 2024.

  • ICA Group Wealth Management reported no remaining iShares MSCI Italy ETF position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 184 iShares MSCI Italy ETF shares in Q2 2024, an estimated $6.94K.
  • ICA Group Wealth Management first reported a position in iShares MSCI Italy ETF in Q4 2023 and held it in 2 quarters.
  • ICA Group Wealth Management's iShares MSCI Italy ETF position peaked at $6.94K in Q1 2024.
  • 92 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.