IFWM
EWP icon

Institute for Wealth Management’s iShares MSCI Spain ETF EWP Stock Holding History

Institute for Wealth Management’s Portfolio EWP Stock Details EWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-300
Closed -$9K – 468
2019
Q4 		$9K Buy
+300
New +$8.53K ﹤0.01% 606

Other funds holding EWP

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 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

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

Institute for Wealth Management sold out of iShares MSCI Spain ETF (EWP) in Q1 2020, closing a stake of 300 shares — an estimated $9K sold.

Institute for Wealth Management first reported a position in EWP in Q4 2019 and held it in 1 quarter. The position peaked at $9K in Q4 2019. 60 funds tracked by Wall St. Rank hold EWP as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares MSCI Spain ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 300 iShares MSCI Spain ETF shares in Q1 2020, an estimated $9K.
  • Institute for Wealth Management first reported a position in iShares MSCI Spain ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's iShares MSCI Spain ETF position peaked at $9K in Q4 2019.
  • 60 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q1 2020.

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