KCS Wealth Advisory’s iShares MSCI Mexico ETF EWW Stock Holding History

KCS Wealth Advisory’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	$265K	Sell	4,553 -3,902	-46%	-$242K	0.11%	122
2023 Q2	$526K	Buy	8,455 +73	+0.9%	+$4.46K	0.18%	101
2023 Q1	$499K	Buy	8,382 +368	+5%	+$20.9K	0.19%	97
2022 Q4	$396K	Buy	8,014 +691	+9%	+$34.8K	0.16%	110
2022 Q3	$324K	Buy	+7,323	New	+$337K	0.15%	123

Other funds holding EWW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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 $570B AUM 27.57% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

KCS Wealth Advisory's EWW Position: Q3 2023 in Review

KCS Wealth Advisory reduced its iShares MSCI Mexico ETF (EWW) stake by 46% in Q3 2023, selling an estimated $242K and leaving 4,553 shares worth $265K. The position accounts for 0.11% of the portfolio, ranked #122.

KCS Wealth Advisory first reported a position in EWW in Q3 2022 and has held it in 5 quarters since. The position peaked at $526K in Q2 2023. 228 funds tracked by Wall St. Rank hold EWW as of Q3 2023.

KCS Wealth Advisory held 4,553 shares of iShares MSCI Mexico ETF worth $265K as of Q3 2023.
KCS Wealth Advisory sold 3,902 iShares MSCI Mexico ETF shares in Q3 2023, an estimated $242K.
iShares MSCI Mexico ETF made up 0.11% of KCS Wealth Advisory's portfolio in Q3 2023, its #122 holding.
KCS Wealth Advisory first reported a position in iShares MSCI Mexico ETF in Q3 2022 and has held it in 5 quarters since.
KCS Wealth Advisory's iShares MSCI Mexico ETF position peaked at $526K in Q2 2023.
228 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.