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Litman Gregory Wealth Management’s iShares MSCI Mexico ETF EWW Stock Holding History

Litman Gregory Wealth Management’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
2017
Q1 		– Sell
-130
Closed -$6K – 47
2016
Q4 		$6K Hold
130
– – ﹤0.01% 42
2016
Q3 		$6K Buy
+130
New +$6.53K ﹤0.01% 36

Other funds holding EWW

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
NIMI
Natixis Investment Managers International Paris, France $1.29B AUM 24.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Litman Gregory Wealth Management's EWW Position: Q1 2017 in Review

Litman Gregory Wealth Management sold out of iShares MSCI Mexico ETF (EWW) in Q1 2017, closing a stake of 130 shares — an estimated $6K sold.

Litman Gregory Wealth Management first reported a position in EWW in Q3 2016 and held it in 2 quarters. The position peaked at $6K in Q4 2016. 177 funds tracked by Wall St. Rank hold EWW as of Q1 2017.

  • Litman Gregory Wealth Management reported no remaining iShares MSCI Mexico ETF position as of Q1 2017 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 130 iShares MSCI Mexico ETF shares in Q1 2017, an estimated $6K.
  • Litman Gregory Wealth Management first reported a position in iShares MSCI Mexico ETF in Q3 2016 and held it in 2 quarters.
  • Litman Gregory Wealth Management's iShares MSCI Mexico ETF position peaked at $6K in Q4 2016.
  • 177 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q1 2017.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.