LM Advisors’s iShares MSCI Spain ETF EWP Stock Holding History

LM Advisors’s Portfolio EWP Stock Details EWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-400	Closed	-$12.2K	–	373
2023 Q4	$12.2K	Buy	+400	New	+$11.5K	﹤0.01%	506

Other funds holding EWP

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return

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

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

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

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

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

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

LM Advisors's EWP Position: Q1 2024 in Review

LM Advisors sold out of iShares MSCI Spain ETF (EWP) in Q1 2024, closing a stake of 400 shares — an estimated $12.2K sold.

LM Advisors first reported a position in EWP in Q4 2023 and held it in 1 quarter. The position peaked at $12.2K in Q4 2023. 64 funds tracked by Wall St. Rank hold EWP as of Q1 2024.

LM Advisors reported no remaining iShares MSCI Spain ETF position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 400 iShares MSCI Spain ETF shares in Q1 2024, an estimated $12.2K.
LM Advisors first reported a position in iShares MSCI Spain ETF in Q4 2023 and held it in 1 quarter.
LM Advisors's iShares MSCI Spain ETF position peaked at $12.2K in Q4 2023.
64 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.