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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
2026
Q2 		$104K Buy
+1,745
New +$99.8K 0.01% 673
2020
Q1 		– Sell
-300
Closed -$9K – 468
2019
Q4 		$9K Buy
+300
New +$8.53K ﹤0.01% 606

Other funds holding EWP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Institute for Wealth Management's EWP Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares MSCI Spain ETF (EWP) in Q2 2026: 1,745 shares worth $104K. The stake represents 0.01% of the portfolio and ranks #673 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in EWP as recently as Q4 2019.

Institute for Wealth Management first reported a position in EWP in Q4 2019 and has held it in 2 quarters since. 123 funds tracked by Wall St. Rank hold EWP as of Q2 2026.

  • Institute for Wealth Management held 1,745 shares of iShares MSCI Spain ETF worth $104K as of Q2 2026.
  • iShares MSCI Spain ETF was a new Institute for Wealth Management position in Q2 2026.
  • iShares MSCI Spain ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #673 holding.
  • Institute for Wealth Management first reported a position in iShares MSCI Spain ETF in Q4 2019 and has held it in 2 quarters since.
  • 123 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.