Johnson Financial Group Inc (Wisconsin)’s iShares MSCI Mexico ETF EWW Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q3	–	Sell	-16	Closed	-$995	–	654
2023 Q2	$995	Buy	+16	New	+$978	﹤0.01%	630
2023 Q1	–	Sell	-5,000	Closed	-$247K	–	648
2022 Q4	$247K	Hold	5,000	–	–	0.02%	224
2022 Q3	$221K	Buy	+5,000	New	+$230K	0.02%	225
2021 Q4	–	Sell	-5,000	Closed	-$241K	–	792
2021 Q3	$241K	Hold	5,000	–	–	0.02%	245
2021 Q2	$240K	Sell	5,000 -5,000	-50%	-$236K	0.02%	246
2021 Q1	$438K	Hold	10,000	–	–	0.03%	188
2020 Q4	$430K	Hold	10,000	–	–	0.04%	170
2020 Q3	$334K	Buy	10,000 +4,000	+67%	+$132K	0.03%	164
2020 Q2	$191K	Buy	6,000 +3,500	+140%	+$106K	0.02%	184
2020 Q1	$71K	Buy	2,500 +1,500	+150%	+$62.5K	0.01%	259
2019 Q4	$45K	Buy	+1,000	New	+$44.4K	﹤0.01%	314
2015 Q1	–	Sell	-24	Closed	-$1K	–	837
2014 Q4	$1K	Buy	+24	New	+$1.54K	﹤0.01%	774

Other funds holding EWW

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s EWW Position: Q3 2023 in Review

Johnson Financial Group Inc (Wisconsin) sold out of iShares MSCI Mexico ETF (EWW) in Q3 2023, closing a stake of 16 shares — an estimated $995 sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in EWW in Q4 2014 and held it in 12 quarters. The position peaked at $438K in Q1 2021. 228 funds tracked by Wall St. Rank hold EWW as of Q3 2023.

Johnson Financial Group Inc (Wisconsin) reported no remaining iShares MSCI Mexico ETF position as of Q3 2023 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 16 iShares MSCI Mexico ETF shares in Q3 2023, an estimated $995.
Johnson Financial Group Inc (Wisconsin) first reported a position in iShares MSCI Mexico ETF in Q4 2014 and held it in 12 quarters.
Johnson Financial Group Inc (Wisconsin)'s iShares MSCI Mexico ETF position peaked at $438K in Q1 2021.
228 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q3 2023.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2023, filed 14 Nov 2023.