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MassMutual Private Wealth & Trust’s iShares MSCI Italy ETF EWI Stock Holding History

MassMutual Private Wealth & Trust’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
2024
Q3 		– Sell
-115
Closed -$4.12K – 2167
2024
Q2 		$4.12K Buy
+115
New +$4.3K ﹤0.01% 1386
2022
Q1 		– Sell
-179
Closed -$6K – 1557
2021
Q4 		$6K Sell
179
-14,456
-99% -$474K ﹤0.01% 846
2021
Q3 		$463K Sell
14,635
-1,006
-6% -$32.7K 0.02% 287
2021
Q2 		$507K Sell
15,641
-474
-3% -$15.5K 0.02% 284
2021
Q1 		$508K Sell
16,115
-6,755
-30% -$205K 0.02% 280
2020
Q4 		$673K Sell
22,870
-537
-2% -$14.5K 0.03% 246
2020
Q3 		$571K Sell
23,407
-24
-0.1% -$610 0.03% 246
2020
Q2 		$564K Sell
23,431
-1,412
-6% -$30.9K 0.04% 231
2020
Q1 		$516K Sell
24,843
-3,442
-12% -$91.9K 0.04% 225
2019
Q4 		$834K Sell
28,285
-1,771
-6% -$51K 0.05% 220
2019
Q3 		$829K Sell
30,056
-1,184
-4% -$32.3K 0.06% 215
2019
Q2 		$861K Sell
31,240
-1,340
-4% -$36.8K 0.06% 216
2019
Q1 		$905K Buy
32,580
+2,828
+10% +$74.7K 0.07% 207
2018
Q4 		$720K Sell
29,752
-3,893
-12% -$98.7K 0.06% 203
2018
Q3 		$931K Buy
+33,645
New +$958K 0.07% 194

Other funds holding EWI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MassMutual Private Wealth & Trust's EWI Position: Q3 2024 in Review

MassMutual Private Wealth & Trust sold out of iShares MSCI Italy ETF (EWI) in Q3 2024, closing a stake of 115 shares — an estimated $4.12K sold.

MassMutual Private Wealth & Trust first reported a position in EWI in Q3 2018 and held it in 15 quarters. The position peaked at $931K in Q3 2018. 95 funds tracked by Wall St. Rank hold EWI as of Q3 2024.

  • MassMutual Private Wealth & Trust reported no remaining iShares MSCI Italy ETF position as of Q3 2024 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 115 iShares MSCI Italy ETF shares in Q3 2024, an estimated $4.12K.
  • MassMutual Private Wealth & Trust first reported a position in iShares MSCI Italy ETF in Q3 2018 and held it in 15 quarters.
  • MassMutual Private Wealth & Trust's iShares MSCI Italy ETF position peaked at $931K in Q3 2018.
  • 95 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q3 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2024, filed 2 Oct 2024.