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

MGB 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
2024
Q3 		– Sell
-4,354
Closed -$269K – 285
2024
Q2 		$269K Sell
4,354
-697
-14% -$44.8K 0.1% 164
2024
Q1 		$350K Buy
5,051
+300
+6% +$20K 0.14% 142
2023
Q4 		$322K Buy
+4,751
New +$287K 0.16% 140

Other funds holding EWW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

MGB Wealth Management's EWW Position: Q3 2024 in Review

MGB Wealth Management sold out of iShares MSCI Mexico ETF (EWW) in Q3 2024, closing a stake of 4,354 shares — an estimated $269K sold.

MGB Wealth Management first reported a position in EWW in Q4 2023 and held it in 3 quarters. The position peaked at $350K in Q1 2024. 199 funds tracked by Wall St. Rank hold EWW as of Q3 2024.

  • MGB Wealth Management reported no remaining iShares MSCI Mexico ETF position as of Q3 2024 after selling out during the quarter.
  • MGB Wealth Management sold 4,354 iShares MSCI Mexico ETF shares in Q3 2024, an estimated $269K.
  • MGB Wealth Management first reported a position in iShares MSCI Mexico ETF in Q4 2023 and held it in 3 quarters.
  • MGB Wealth Management's iShares MSCI Mexico ETF position peaked at $350K in Q1 2024.
  • 199 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q3 2024.

Based on MGB Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.