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Morningstar Investment Management’s iShares MSCI Mexico ETF EWW Stock Holding History

Morningstar Investment 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
2021
Q3 		– Sell
-189,897
Closed -$9.17M – 46
2021
Q2 		$9.17M Sell
189,897
-525,614
-73% -$24.8M 1.03% 27
2021
Q1 		$31.4M Buy
715,511
+143,628
+25% +$6.17M 3.15% 11
2020
Q4 		$24.6M Sell
571,883
-61,614
-10% -$2.39M 2.76% 12
2020
Q3 		$21.1M Buy
633,497
+482,232
+319% +$15.9M 2.63% 15
2020
Q2 		$4.82M Buy
+151,265
New +$4.59M 0.67% 25

Other funds holding EWW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morningstar Investment Management's EWW Position: Q3 2021 in Review

Morningstar Investment Management sold out of iShares MSCI Mexico ETF (EWW) in Q3 2021, closing a stake of 189,897 shares — an estimated $9.17M sold.

Morningstar Investment Management first reported a position in EWW in Q2 2020 and held it in 5 quarters. The position peaked at $31.4M in Q1 2021. 163 funds tracked by Wall St. Rank hold EWW as of Q3 2021.

  • Morningstar Investment Management reported no remaining iShares MSCI Mexico ETF position as of Q3 2021 after selling out during the quarter.
  • Morningstar Investment Management sold 189,897 iShares MSCI Mexico ETF shares in Q3 2021, an estimated $9.17M.
  • Morningstar Investment Management first reported a position in iShares MSCI Mexico ETF in Q2 2020 and held it in 5 quarters.
  • Morningstar Investment Management's iShares MSCI Mexico ETF position peaked at $31.4M in Q1 2021.
  • 163 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q3 2021.

Based on Morningstar Investment Management's 13F filing for Q3 2021, filed 15 Nov 2021.