MSCM
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McElhenny Sheffield Capital Management’s iShares MSCI Mexico ETF EWW Stock Holding History

McElhenny Sheffield Capital 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
2023
Q1 		– Sell
-331
Closed -$16.4K – 248
2022
Q4 		$16.4K Buy
+331
New +$16.7K 0.01% 280

Other funds holding EWW

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.68B AUM 43.65% 1-Year Est. Return
NRA
NSI Retail Advisors Warrendale, Pennsylvania $629M AUM 18.3% 1-Year Est. Return

McElhenny Sheffield Capital Management's EWW Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of iShares MSCI Mexico ETF (EWW) in Q1 2023, closing a stake of 331 shares — an estimated $16.4K sold.

McElhenny Sheffield Capital Management first reported a position in EWW in Q4 2022 and held it in 1 quarter. The position peaked at $16.4K in Q4 2022. 217 funds tracked by Wall St. Rank hold EWW as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining iShares MSCI Mexico ETF position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 331 iShares MSCI Mexico ETF shares in Q1 2023, an estimated $16.4K.
  • McElhenny Sheffield Capital Management first reported a position in iShares MSCI Mexico ETF in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's iShares MSCI Mexico ETF position peaked at $16.4K in Q4 2022.
  • 217 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.