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Morningstar Investment Management’s iShares MSCI Italy ETF EWI Stock Holding History

Morningstar Investment 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
2019
Q2 		– Sell
-32,577
Closed -$905K – 22
2019
Q1 		$905K Buy
32,577
+2,474
+8% +$65.4K 0.46% 16
2018
Q4 		$729K Buy
+30,103
New +$763K 0.58% 16

Other funds holding EWI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morningstar Investment Management's EWI Position: Q2 2019 in Review

Morningstar Investment Management sold out of iShares MSCI Italy ETF (EWI) in Q2 2019, closing a stake of 32,577 shares — an estimated $905K sold.

Morningstar Investment Management first reported a position in EWI in Q4 2018 and held it in 2 quarters. The position peaked at $905K in Q1 2019. 63 funds tracked by Wall St. Rank hold EWI as of Q2 2019.

  • Morningstar Investment Management reported no remaining iShares MSCI Italy ETF position as of Q2 2019 after selling out during the quarter.
  • Morningstar Investment Management sold 32,577 iShares MSCI Italy ETF shares in Q2 2019, an estimated $905K.
  • Morningstar Investment Management first reported a position in iShares MSCI Italy ETF in Q4 2018 and held it in 2 quarters.
  • Morningstar Investment Management's iShares MSCI Italy ETF position peaked at $905K in Q1 2019.
  • 63 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q2 2019.

Based on Morningstar Investment Management's 13F filing for Q2 2019, filed 5 Aug 2019.