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Institute for Wealth Management’s iShares MSCI Italy ETF EWI Stock Holding History

Institute for 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
2020
Q1 		– Sell
-10
Closed – – 464
2019
Q4 		$0 Buy
+10
New +$288 ﹤0.01% 685

Other funds holding EWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Institute for Wealth Management's EWI Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares MSCI Italy ETF (EWI) in Q1 2020, closing a stake of 10 shares.

Institute for Wealth Management first reported a position in EWI in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 64 funds tracked by Wall St. Rank hold EWI as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares MSCI Italy ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 10 iShares MSCI Italy ETF shares in Q1 2020.
  • Institute for Wealth Management first reported a position in iShares MSCI Italy ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's iShares MSCI Italy ETF position peaked at $0 in Q4 2019.
  • 64 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.