Marks Group Wealth Management’s iShares MSCI Spain ETF EWP Stock Holding History

Marks Group Wealth Management’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
2022 Q3	–	Sell	-12,751	Closed	-$298K	–	281
2022 Q2	$298K	Sell	12,751 -11,983	-48%	-$298K	0.04%	248
2022 Q1	$630K	Sell	24,734 -13,662	-36%	-$354K	0.08%	209
2021 Q4	$1.01M	Sell	38,396 -67,394	-64%	-$1.81M	0.12%	174
2021 Q3	$2.85M	Sell	105,790 -36,970	-26%	-$1.03M	0.39%	95
2021 Q2	$4.06M	Sell	142,760 -1,966	-1%	-$57.7K	0.56%	84
2021 Q1	$3.96M	Buy	144,726 +6,839	+5%	+$187K	0.59%	77
2020 Q4	$3.73M	Sell	137,887 -3,421	-2%	-$85.3K	0.58%	78
2020 Q3	$3.08M	Buy	141,308 +2,623	+2%	+$60.5K	0.56%	79
2020 Q2	$3.11M	Buy	138,685 +10,588	+8%	+$225K	0.63%	76
2020 Q1	$2.6M	Sell	128,097 -15	-0%	-$391	0.67%	73
2019 Q4	$3.71M	Buy	+128,112	New	+$3.64M	0.73%	64

Other funds holding EWP

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 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

MRC

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

CCA

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

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

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

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

Marks Group Wealth Management sold out of iShares MSCI Spain ETF (EWP) in Q3 2022, closing a stake of 12,751 shares — an estimated $298K sold.

Marks Group Wealth Management first reported a position in EWP in Q4 2019 and held it in 11 quarters. The position peaked at $4.06M in Q2 2021. 53 funds tracked by Wall St. Rank hold EWP as of Q3 2022.

Marks Group Wealth Management reported no remaining iShares MSCI Spain ETF position as of Q3 2022 after selling out during the quarter.
Marks Group Wealth Management sold 12,751 iShares MSCI Spain ETF shares in Q3 2022, an estimated $298K.
Marks Group Wealth Management first reported a position in iShares MSCI Spain ETF in Q4 2019 and held it in 11 quarters.
Marks Group Wealth Management's iShares MSCI Spain ETF position peaked at $4.06M in Q2 2021.
53 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q3 2022.

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