J.P. Morgan Private Wealth Advisors’s iShares MSCI Mexico ETF EWW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $323K | Sell |
5,545
-40
| -0.7% | -$2.33K | ﹤0.01% | 1440 |
|
|
2023
Q2 | $347K | Hold |
5,585
| – | – | ﹤0.01% | 1180 |
|
|
2023
Q1 | $332K | Buy |
5,585
+40
| +0.7% | +$2.38K | ﹤0.01% | 1639 |
|
|
2022
Q4 | $274K | Buy |
5,545
+36
| +0.7% | +$1.78K | ﹤0.01% | 1687 |
|
|
2022
Q3 | $244K | Buy |
5,509
+3
| +0.1% | +$133 | ﹤0.01% | 1739 |
|
|
2022
Q2 | $257K | Buy |
5,506
+494
| +10% | +$23.1K | ﹤0.01% | 1728 |
|
|
2022
Q1 | $276K | Hold |
5,012
| – | – | ﹤0.01% | 1783 |
|
|
2021
Q4 | $254K | Sell |
5,012
-1,111
| -18% | -$56.3K | ﹤0.01% | 1813 |
|
|
2021
Q3 | $295K | Hold |
6,123
| – | – | ﹤0.01% | 1700 |
|
|
2021
Q2 | $294K | Buy |
+6,123
| New | +$294K | ﹤0.01% | 1683 |
|
|
2021
Q1 | – | Sell |
-5,165
| Closed | -$222K | – | 1762 |
|
|
2020
Q4 | $222K | Buy |
+5,165
| New | +$222K | ﹤0.01% | 1607 |
|
|
2020
Q1 | – | Sell |
-4,814
| Closed | -$217K | – | 1453 |
|
|
2019
Q4 | $217K | Hold |
4,814
| – | – | ﹤0.01% | 1364 |
|
|
2019
Q3 | $206K | Sell |
4,814
-492
| -9% | -$21.1K | ﹤0.01% | 1340 |
|
|
2019
Q2 | $230K | Sell |
5,306
-50
| -0.9% | -$2.17K | ﹤0.01% | 1249 |
|
|
2019
Q1 | $233K | Hold |
5,356
| – | – | ﹤0.01% | 1318 |
|
|
2018
Q4 | $221K | Sell |
5,356
-10,847
| -67% | -$448K | ﹤0.01% | 1297 |
|
|
2018
Q3 | $830K | Buy |
16,203
+10,547
| +186% | +$540K | ﹤0.01% | 887 |
|
|
2018
Q2 | $267K | Buy |
+5,656
| New | +$267K | ﹤0.01% | 1250 |
|
|
2018
Q1 | – | Sell |
-5,607
| Closed | -$276K | – | 1314 |
|
|
2017
Q4 | $276K | Buy |
5,607
+396
| +8% | +$19.5K | ﹤0.01% | 1079 |
|
|
2017
Q3 | $285K | Sell |
5,211
-65,862
| -93% | -$3.6M | ﹤0.01% | 1034 |
|
|
2017
Q2 | $3.83M | Buy |
71,073
+30,197
| +74% | +$1.63M | 0.03% | 346 |
|
|
2017
Q1 | $2.09M | Sell |
40,876
-250
| -0.6% | -$12.8K | 0.02% | 460 |
|
|
2016
Q4 | $1.81M | Buy |
41,126
+268
| +0.7% | +$11.8K | 0.02% | 458 |
|
|
2016
Q3 | $1.98M | Hold |
40,858
| – | – | 0.02% | 439 |
|
|
2016
Q2 | $2.06M | Sell |
40,858
-175
| -0.4% | -$8.82K | 0.02% | 436 |
|
|
2016
Q1 | $2.2M | Buy |
41,033
+32,965
| +409% | +$1.77M | 0.02% | 381 |
|
|
2015
Q4 | $402K | Hold |
8,068
| – | – | ﹤0.01% | 760 |
|
|
2015
Q3 | $416K | Buy |
+8,068
| New | +$416K | 0.01% | 674 |
|
|
2015
Q2 | – | Sell |
-19,373
| Closed | -$1.12M | – | 1081 |
|
|
2015
Q1 | $1.12M | Buy |
19,373
+11,305
| +140% | +$655K | 0.01% | 499 |
|
|
2014
Q4 | $479K | Hold |
8,068
| – | – | 0.01% | 718 |
|
|
2014
Q3 | $555K | Buy |
+8,068
| New | +$555K | 0.01% | 661 |
|
|
2013
Q4 | – | Sell |
-22,064
| Closed | -$1.41M | – | 686 |
|
|
2013
Q3 | $1.41M | Sell |
22,064
-225
| -1% | -$14.4K | 0.03% | 279 |
|
|
2013
Q2 | $1.45M | Buy |
+22,289
| New | +$1.45M | 0.04% | 275 |
|