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Kapitalo Investimentos’s iShares MSCI Mexico ETF EWW Stock Holding History

Kapitalo Investimentos’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
2020
Q4 		– Sell
-97,079
Closed -$3.24M – 19
2020
Q3 		$3.24M Sell
97,079
-1,010,721
-91% -$33.4M 3.07% 7
2020
Q2 		$35.3M Buy
+1,107,800
New +$33.6M 26.54% 2

Other funds holding EWW

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Kapitalo Investimentos's EWW Position: Q4 2020 in Review

Kapitalo Investimentos sold out of iShares MSCI Mexico ETF (EWW) in Q4 2020, closing a stake of 97,079 shares — an estimated $3.24M sold.

Kapitalo Investimentos first reported a position in EWW in Q2 2020 and held it in 2 quarters. The position peaked at $35.3M in Q2 2020. 155 funds tracked by Wall St. Rank hold EWW as of Q4 2020.

  • Kapitalo Investimentos reported no remaining iShares MSCI Mexico ETF position as of Q4 2020 after selling out during the quarter.
  • Kapitalo Investimentos sold 97,079 iShares MSCI Mexico ETF shares in Q4 2020, an estimated $3.24M.
  • Kapitalo Investimentos first reported a position in iShares MSCI Mexico ETF in Q2 2020 and held it in 2 quarters.
  • Kapitalo Investimentos's iShares MSCI Mexico ETF position peaked at $35.3M in Q2 2020.
  • 155 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q4 2020.

Based on Kapitalo Investimentos's 13F filing for Q4 2020, filed 28 Mar 2024.