Marks Group Wealth Management’s iShares MSCI Austria ETF EWO Stock Holding History

Marks Group Wealth Management’s Portfolio EWO Stock Details EWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-12,151	Closed	-$220K	–	280
2022 Q2	$220K	Sell	12,151 -11,416	-48%	-$232K	0.03%	271
2022 Q1	$509K	Sell	23,567 -13,051	-36%	-$312K	0.06%	229
2021 Q4	$931K	Sell	36,618 -66,243	-64%	-$1.69M	0.11%	181
2021 Q3	$2.56M	Sell	102,861 -38,594	-27%	-$955K	0.35%	105
2021 Q2	$3.38M	Sell	141,455 -14,584	-9%	-$352K	0.46%	95
2021 Q1	$3.43M	Sell	156,039 -13,663	-8%	-$293K	0.51%	88
2020 Q4	$3.37M	Sell	169,702 -13,051	-7%	-$223K	0.52%	86
2020 Q3	$2.67M	Buy	182,753 +9,309	+5%	+$143K	0.48%	89
2020 Q2	$2.6M	Buy	173,444 +20,699	+14%	+$297K	0.53%	86
2020 Q1	$2.01M	Buy	152,745 +1,015	+0.7%	+$18.3K	0.52%	86
2019 Q4	$3.16M	Buy	+151,730	New	+$3.08M	0.62%	70

Other funds holding EWO

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

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CCA

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

MRC

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

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

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

Marks Group Wealth Management sold out of iShares MSCI Austria ETF (EWO) in Q3 2022, closing a stake of 12,151 shares — an estimated $220K sold.

Marks Group Wealth Management first reported a position in EWO in Q4 2019 and held it in 11 quarters. The position peaked at $3.43M in Q1 2021. 33 funds tracked by Wall St. Rank hold EWO as of Q3 2022.

Marks Group Wealth Management reported no remaining iShares MSCI Austria ETF position as of Q3 2022 after selling out during the quarter.
Marks Group Wealth Management sold 12,151 iShares MSCI Austria ETF shares in Q3 2022, an estimated $220K.
Marks Group Wealth Management first reported a position in iShares MSCI Austria ETF in Q4 2019 and held it in 11 quarters.
Marks Group Wealth Management's iShares MSCI Austria ETF position peaked at $3.43M in Q1 2021.
33 funds tracked by Wall St. Rank held iShares MSCI Austria ETF as of Q3 2022.

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