Marks Group Wealth Management’s iShares MSCI Mexico ETF EWW Stock Holding History

Marks Group 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
2022 Q2	–	Sell	-7,041	Closed	-$387K	–	295
2022 Q1	$387K	Sell	7,041 -3,976	-36%	-$200K	0.05%	252
2021 Q4	$556K	Sell	11,017 -19,286	-64%	-$932K	0.07%	226
2021 Q3	$1.46M	Sell	30,303 -14,847	-33%	-$728K	0.2%	128
2021 Q2	$2.17M	Sell	45,150 -1,985	-4%	-$93.7K	0.3%	110
2021 Q1	$2.06M	Buy	47,135 +110	+0.2%	+$4.73K	0.31%	105
2020 Q4	$2.02M	Sell	47,025 -1,070	-2%	-$41.5K	0.32%	105
2020 Q3	$1.6M	Sell	48,095 -31,734	-40%	-$1.05M	0.29%	111
2020 Q2	$2.54M	Buy	79,829 +16,167	+25%	+$491K	0.52%	88
2020 Q1	$1.8M	Sell	63,662 -959	-1%	-$40K	0.46%	93
2019 Q4	$2.91M	Buy	+64,621	New	+$2.87M	0.57%	80

Other funds holding EWW

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

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

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

Marks Group Wealth Management's EWW Position: Q2 2022 in Review

Marks Group Wealth Management sold out of iShares MSCI Mexico ETF (EWW) in Q2 2022, closing a stake of 7,041 shares — an estimated $387K sold.

Marks Group Wealth Management first reported a position in EWW in Q4 2019 and held it in 10 quarters. The position peaked at $2.91M in Q4 2019. 157 funds tracked by Wall St. Rank hold EWW as of Q2 2022.

Marks Group Wealth Management reported no remaining iShares MSCI Mexico ETF position as of Q2 2022 after selling out during the quarter.
Marks Group Wealth Management sold 7,041 iShares MSCI Mexico ETF shares in Q2 2022, an estimated $387K.
Marks Group Wealth Management first reported a position in iShares MSCI Mexico ETF in Q4 2019 and held it in 10 quarters.
Marks Group Wealth Management's iShares MSCI Mexico ETF position peaked at $2.91M in Q4 2019.
157 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q2 2022.

Based on Marks Group Wealth Management's 13F filing for Q2 2022, filed 9 Aug 2022.