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Money Design’s iShares MSCI Mexico ETF EWW Stock Holding History

Money Design’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
Q1 		– Sell
-288,252
Closed -$19.6M – 78
2023
Q4 		$19.6M Buy
288,252
+43,361
+18% +$2.62M 1.1% 24
2023
Q3 		$14.3M Sell
244,891
-6,482
-3% -$402K 0.87% 32
2023
Q2 		$15.6M Sell
251,373
-7,844
-3% -$479K 0.93% 33
2023
Q1 		$15.4M Buy
259,217
+158
+0.1% +$8.99K 0.91% 36
2022
Q4 		$12.8M Buy
+259,059
New +$13M 0.8% 44
2021
Q3 		– Sell
-3,452
Closed -$166K – 66
2021
Q2 		$166K Hold
3,452
– – 0.02% 56
2021
Q1 		$151K Buy
+3,452
New +$148K 0.02% 56
2020
Q3 		– Sell
-127,786
Closed -$4.07M – 60
2020
Q2 		$4.07M Sell
127,786
-110,944
-46% -$3.37M 0.58% 38
2020
Q1 		$6.77M Buy
238,730
+162,467
+213% +$6.77M 1.2% 30
2019
Q4 		$3.43M Sell
76,263
-219,290
-74% -$9.73M 0.61% 35
2019
Q3 		$12.6M Buy
295,553
+59,848
+25% +$2.5M 2.66% 14
2019
Q2 		$10.2M Sell
235,705
-25,354
-10% -$1.14M 2.43% 14
2019
Q1 		$11.4M Buy
261,059
+162,998
+166% +$7.16M 3.03% 15
2018
Q4 		$4.04M Buy
98,061
+67,577
+222% +$2.94M 1.28% 23
2018
Q3 		$1.56M Buy
30,484
+5,727
+23% +$290K 0.5% 25
2018
Q2 		$1.17M Buy
24,757
+21,111
+579% +$1.02M 0.43% 27
2018
Q1 		$188K Buy
3,646
+2,144
+143% +$110K 0.08% 29
2017
Q4 		$74K Buy
+1,502
New +$76.3K 0.04% 27

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
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Money Design's EWW Position: Q1 2024 in Review

Money Design sold out of iShares MSCI Mexico ETF (EWW) in Q1 2024, closing a stake of 288,252 shares — an estimated $19.6M sold.

Money Design first reported a position in EWW in Q4 2017 and held it in 18 quarters. The position peaked at $19.6M in Q4 2023. 254 funds tracked by Wall St. Rank hold EWW as of Q1 2024.

  • Money Design reported no remaining iShares MSCI Mexico ETF position as of Q1 2024 after selling out during the quarter.
  • Money Design sold 288,252 iShares MSCI Mexico ETF shares in Q1 2024, an estimated $19.6M.
  • Money Design first reported a position in iShares MSCI Mexico ETF in Q4 2017 and held it in 18 quarters.
  • Money Design's iShares MSCI Mexico ETF position peaked at $19.6M in Q4 2023.
  • 254 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q1 2024.

Based on Money Design's 13F filing for Q1 2024, filed 26 Apr 2024.