Legacy Capital Group California’s iShares MSCI Italy ETF EWI Stock Holding History

Legacy Capital Group California’s Portfolio EWI Stock Details EWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.2M	Sell	22,540 -1,331	-6%	-$73K	0.46%	45
2025 Q4	$1.3M	Sell	23,871 -1,040	-4%	-$54.6K	0.31%	74
2025 Q3	$1.29M	Buy	24,911 +1,043	+4%	+$52.3K	0.33%	69
2025 Q2	$1.15M	Sell	23,868 -119	-0.5%	-$5.37K	0.32%	79
2025 Q1	$1.02M	Buy	23,987 +679	+3%	+$27.3K	0.35%	57
2024 Q4	$838K	Buy	23,308 +65	+0.3%	+$2.42K	0.26%	97
2024 Q3	$906K	Buy	23,243 +216	+0.9%	+$8.1K	0.3%	90
2024 Q2	$826K	Buy	23,027 +919	+4%	+$34.3K	0.3%	93
2024 Q1	$834K	Buy	+22,108	New	+$774K	0.31%	103

Other funds holding EWI

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

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

PWM

Parkway Wealth Management Plano, Texas $791M AUM

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Legacy Capital Group California's EWI Position: Q1 2026 in Review

Legacy Capital Group California reduced its iShares MSCI Italy ETF (EWI) stake by 5.6% in Q1 2026, selling an estimated $73K and leaving 22,540 shares worth $1.2M. The position accounts for 0.46% of the portfolio, ranked #45.

Legacy Capital Group California first reported a position in EWI in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.3M in Q4 2025. 110 funds tracked by Wall St. Rank hold EWI as of Q1 2026.

Legacy Capital Group California held 22,540 shares of iShares MSCI Italy ETF worth $1.2M as of Q1 2026.
Legacy Capital Group California sold 1,331 iShares MSCI Italy ETF shares in Q1 2026, an estimated $73K.
iShares MSCI Italy ETF made up 0.46% of Legacy Capital Group California's portfolio in Q1 2026, its #45 holding.
Legacy Capital Group California first reported a position in iShares MSCI Italy ETF in Q1 2024 and has held it in 9 quarters since.
Legacy Capital Group California's iShares MSCI Italy ETF position peaked at $1.3M in Q4 2025.
110 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.