Marks Group Wealth Management’s iShares MSCI Italy ETF EWI Stock Holding History

Marks Group Wealth Management’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
2022 Q3	–	Sell	-10,205	Closed	-$245K	–	277
2022 Q2	$245K	Sell	10,205 -9,636	-49%	-$264K	0.04%	263
2022 Q1	$586K	Sell	19,841 -10,992	-36%	-$341K	0.07%	218
2021 Q4	$1.01M	Sell	30,833 -54,643	-64%	-$1.79M	0.12%	173
2021 Q3	$2.7M	Sell	85,476 -30,736	-26%	-$999K	0.37%	101
2021 Q2	$3.76M	Sell	116,212 -3,565	-3%	-$117K	0.52%	87
2021 Q1	$3.77M	Buy	119,777 +1,539	+1%	+$46.7K	0.56%	83
2020 Q4	$3.48M	Sell	118,238 -2,411	-2%	-$64.9K	0.54%	83
2020 Q3	$2.94M	Sell	120,649 -1,527	-1%	-$38.8K	0.53%	85
2020 Q2	$2.94M	Buy	122,176 +10,936	+10%	+$240K	0.6%	79
2020 Q1	$2.31M	Sell	111,240 -2,031	-2%	-$54.2K	0.6%	78
2019 Q4	$3.34M	Buy	+113,271	New	+$3.26M	0.66%	68

Other funds holding EWI

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Marks Group Wealth Management's EWI Position: Q3 2022 in Review

Marks Group Wealth Management sold out of iShares MSCI Italy ETF (EWI) in Q3 2022, closing a stake of 10,205 shares — an estimated $245K sold.

Marks Group Wealth Management first reported a position in EWI in Q4 2019 and held it in 11 quarters. The position peaked at $3.77M in Q1 2021. 47 funds tracked by Wall St. Rank hold EWI as of Q3 2022.

Marks Group Wealth Management reported no remaining iShares MSCI Italy ETF position as of Q3 2022 after selling out during the quarter.
Marks Group Wealth Management sold 10,205 iShares MSCI Italy ETF shares in Q3 2022, an estimated $245K.
Marks Group Wealth Management first reported a position in iShares MSCI Italy ETF in Q4 2019 and held it in 11 quarters.
Marks Group Wealth Management's iShares MSCI Italy ETF position peaked at $3.77M in Q1 2021.
47 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q3 2022.

Based on Marks Group Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.