JP Morgan Private Wealth Advisors’s iShares MSCI Italy ETF EWI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$442K Buy
+14,537
New +$463K ﹤0.01% 1295
2021
Q3
Sell
-8,544
Closed -$277K 1948
2021
Q2
$277K Buy
+8,544
New +$280K ﹤0.01% 1698

Other funds holding EWI

JP Morgan Private Wealth Advisors's EWI Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors opened a new position in iShares MSCI Italy ETF (EWI) in Q3 2023: 14,537 shares worth $442K. The stake represents ﹤0.01% of the portfolio and ranks #1295 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in EWI as recently as Q2 2021.

JP Morgan Private Wealth Advisors first reported a position in EWI in Q2 2021 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold EWI as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 14,537 shares of iShares MSCI Italy ETF worth $442K as of Q3 2023.
  • iShares MSCI Italy ETF was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • iShares MSCI Italy ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1295 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares MSCI Italy ETF in Q2 2021 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.