MSWM
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McGlone Suttner Wealth Management’s iShares MSCI Italy ETF EWI Stock Holding History

McGlone Suttner Wealth Management’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
Q1 		– Sell
-151
Closed -$5.13K – 374
2023
Q4 		$5.13K Buy
+151
New +$4.79K ﹤0.01% 574

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return

McGlone Suttner Wealth Management's EWI Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of iShares MSCI Italy ETF (EWI) in Q1 2024, closing a stake of 151 shares — an estimated $5.13K sold.

McGlone Suttner Wealth Management first reported a position in EWI in Q4 2023 and held it in 1 quarter. The position peaked at $5.13K in Q4 2023. 90 funds tracked by Wall St. Rank hold EWI as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining iShares MSCI Italy ETF position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 151 iShares MSCI Italy ETF shares in Q1 2024, an estimated $5.13K.
  • McGlone Suttner Wealth Management first reported a position in iShares MSCI Italy ETF in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's iShares MSCI Italy ETF position peaked at $5.13K in Q4 2023.
  • 90 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.