Montag & Associates’s iShares MSCI Mexico ETF EWW Stock Holding History

Montag & Associates’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
2021 Q1	–	Sell	-190	Closed	-$8K	–	871
2020 Q4	$8K	Buy	+190	New	+$7.38K	﹤0.01%	716

Other funds holding EWW

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Baymount Management Miami, Florida $96.1M AUM

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Montag & Associates's EWW Position: Q1 2021 in Review

Montag & Associates sold out of iShares MSCI Mexico ETF (EWW) in Q1 2021, closing a stake of 190 shares — an estimated $8K sold.

Montag & Associates first reported a position in EWW in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 162 funds tracked by Wall St. Rank hold EWW as of Q1 2021.

Montag & Associates reported no remaining iShares MSCI Mexico ETF position as of Q1 2021 after selling out during the quarter.
Montag & Associates sold 190 iShares MSCI Mexico ETF shares in Q1 2021, an estimated $8K.
Montag & Associates first reported a position in iShares MSCI Mexico ETF in Q4 2020 and held it in 1 quarter.
Montag & Associates's iShares MSCI Mexico ETF position peaked at $8K in Q4 2020.
162 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q1 2021.

Based on Montag & Associates's 13F filing for Q1 2021, filed 14 May 2021.