Integrated Wealth Management (Palm Desert)’s iShares MSCI Mexico ETF EWW Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q3	–	Sell	-29	Closed	-$1.46K	–	1262
2016 Q2	$1K	Hold	29	–	–	﹤0.01%	1164
2016 Q1	$2K	Hold	29	–	–	﹤0.01%	994
2015 Q4	$1K	Hold	29	–	–	﹤0.01%	1177
2015 Q3	$1K	Hold	29	–	–	﹤0.01%	1192
2015 Q2	$2K	Sell	29 -45	-61%	-$2.66K	﹤0.01%	1127
2015 Q1	$4K	Buy	+74	New	+$4.32K	﹤0.01%	971

Other funds holding EWW

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

NIMI

Natixis Investment Managers International Paris, France $1.29B AUM 24.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return

MAM

Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s EWW Position: Q3 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of iShares MSCI Mexico ETF (EWW) in Q3 2016, closing a stake of 29 shares — an estimated $1.46K sold.

Integrated Wealth Management (Palm Desert) first reported a position in EWW in Q1 2015 and held it in 6 quarters. The position peaked at $4K in Q1 2015. 152 funds tracked by Wall St. Rank hold EWW as of Q3 2016.

Integrated Wealth Management (Palm Desert) reported no remaining iShares MSCI Mexico ETF position as of Q3 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 29 iShares MSCI Mexico ETF shares in Q3 2016, an estimated $1.46K.
Integrated Wealth Management (Palm Desert) first reported a position in iShares MSCI Mexico ETF in Q1 2015 and held it in 6 quarters.
Integrated Wealth Management (Palm Desert)'s iShares MSCI Mexico ETF position peaked at $4K in Q1 2015.
152 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q3 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2016, filed 21 Oct 2016.