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Mount Yale Investment Advisors’s iShares MSCI Italy ETF EWI Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-63
Closed -$3.01K – 964
2025
Q2 		$3.01K Buy
+63
New +$2.84K ﹤0.01% 1290

Other funds holding EWI

HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mount Yale Investment Advisors's EWI Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of iShares MSCI Italy ETF (EWI) in Q3 2025, closing a stake of 63 shares — an estimated $3.01K sold.

Mount Yale Investment Advisors first reported a position in EWI in Q2 2025 and held it in 1 quarter. The position peaked at $3.01K in Q2 2025. 109 funds tracked by Wall St. Rank hold EWI as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining iShares MSCI Italy ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 63 iShares MSCI Italy ETF shares in Q3 2025, an estimated $3.01K.
  • Mount Yale Investment Advisors first reported a position in iShares MSCI Italy ETF in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's iShares MSCI Italy ETF position peaked at $3.01K in Q2 2025.
  • 109 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.