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James Investment Research’s iShares MSCI Mexico ETF EWW Stock Holding History

James Investment Research’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
2023
Q2 		– Sell
-572
Closed -$34K – 355
2023
Q1 		$34K Buy
+572
New +$32.6K ﹤0.01% 393
2020
Q2 		– Sell
-410
Closed -$12K – 464
2020
Q1 		$12K Hold
410
– – ﹤0.01% 378
2019
Q4 		$18K Hold
410
– – ﹤0.01% 433
2019
Q3 		$18K Sell
410
-505
-55% -$21.1K ﹤0.01% 476
2019
Q2 		$39K Sell
915
-2,903
-76% -$130K ﹤0.01% 522
2019
Q1 		$166K Buy
3,818
+3,168
+487% +$139K 0.01% 533
2018
Q4 		$27K Sell
650
-850
-57% -$37K ﹤0.01% 686
2018
Q3 		$77K Buy
1,500
+975
+186% +$49.4K ﹤0.01% 636
2018
Q2 		$25K Sell
525
-75
-13% -$3.61K ﹤0.01% 726
2018
Q1 		$31K Buy
600
+300
+100% +$15.4K ﹤0.01% 709
2017
Q4 		$15K Sell
300
-2,300
-88% -$117K ﹤0.01% 725
2017
Q3 		$142K Buy
2,600
+700
+37% +$39.3K ﹤0.01% 556
2017
Q2 		$102K Buy
+1,900
New +$99.5K ﹤0.01% 545
2017
Q1 		– Sell
-950
Closed -$42K – 668
2016
Q4 		$42K Sell
950
-2,084
-69% -$98K ﹤0.01% 427
2016
Q3 		$147K Hold
3,034
– – ﹤0.01% 340
2016
Q2 		$153K Sell
3,034
-450
-13% -$22.9K ﹤0.01% 312
2016
Q1 		$187K Sell
3,484
-846
-20% -$41K ﹤0.01% 282
2015
Q4 		$216K Sell
4,330
-400
-8% -$21.3K 0.01% 282
2015
Q3 		$244K Hold
4,730
– – 0.01% 277
2015
Q2 		$270K Hold
4,730
– – 0.01% 289
2015
Q1 		$274K Hold
4,730
– – 0.01% 308
2014
Q4 		$281K Sell
4,730
-900
-16% -$57.8K 0.01% 302
2014
Q3 		$387K Hold
5,630
– – 0.01% 287
2014
Q2 		$382K Sell
5,630
-890
-14% -$58.6K 0.01% 289
2014
Q1 		$417K Sell
6,520
-2,225
-25% -$139K 0.01% 287
2013
Q4 		$595K Sell
8,745
-690
-7% -$45.4K 0.02% 263
2013
Q3 		$603K Buy
9,435
+3,575
+61% +$236K 0.02% 250
2013
Q2 		$382K Buy
+5,860
New +$407K 0.02% 262

Other funds holding EWW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

James Investment Research's EWW Position: Q2 2023 in Review

James Investment Research sold out of iShares MSCI Mexico ETF (EWW) in Q2 2023, closing a stake of 572 shares — an estimated $34K sold.

James Investment Research first reported a position in EWW in Q2 2013 and held it in 28 quarters. The position peaked at $603K in Q3 2013. 235 funds tracked by Wall St. Rank hold EWW as of Q2 2023.

  • James Investment Research reported no remaining iShares MSCI Mexico ETF position as of Q2 2023 after selling out during the quarter.
  • James Investment Research sold 572 iShares MSCI Mexico ETF shares in Q2 2023, an estimated $34K.
  • James Investment Research first reported a position in iShares MSCI Mexico ETF in Q2 2013 and held it in 28 quarters.
  • James Investment Research's iShares MSCI Mexico ETF position peaked at $603K in Q3 2013.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.