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Montag & Associates’s iShares MSCI Spain ETF EWP Stock Holding History

Montag & Associates’s Portfolio EWP Stock Details EWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.98M Sell
67,028
-3,948
-6% -$226K 0.17% 106
2026
Q1 		$3.85M Buy
70,976
+1,300
+2% +$71.5K 0.18% 117
2025
Q4 		$3.76M Buy
69,676
+13,325
+24% +$681K 0.17% 118
2025
Q3 		$2.79M Buy
56,351
+30,622
+119% +$1.43M 0.13% 140
2025
Q2 		$1.13M Buy
+25,729
New +$1.06M 0.06% 219

Other funds holding EWP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Montag & Associates's EWP Position: Q2 2026 in Review

Montag & Associates reduced its iShares MSCI Spain ETF (EWP) stake by 5.6% in Q2 2026, selling an estimated $226K and leaving 67,028 shares worth $3.98M. The position accounts for 0.17% of the portfolio, ranked #106.

Montag & Associates first reported a position in EWP in Q2 2025 and has held it in 5 quarters since. 124 funds tracked by Wall St. Rank hold EWP as of Q2 2026.

  • Montag & Associates held 67,028 shares of iShares MSCI Spain ETF worth $3.98M as of Q2 2026.
  • Montag & Associates sold 3,948 iShares MSCI Spain ETF shares in Q2 2026, an estimated $226K.
  • iShares MSCI Spain ETF made up 0.17% of Montag & Associates's portfolio in Q2 2026, its #106 holding.
  • Montag & Associates first reported a position in iShares MSCI Spain ETF in Q2 2025 and has held it in 5 quarters since.
  • 124 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.