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Mutual Advisors’s iShares MSCI Italy ETF EWI Stock Holding History

Mutual 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
2024
Q3 		– Sell
-34,676
Closed -$1.29M – 1115
2024
Q2 		$1.29M Buy
34,676
+243
+0.7% +$9.08K 0.04% 400
2024
Q1 		$1.3M Buy
+34,433
New +$1.21M 0.04% 396
2023
Q3 		– Sell
-141,881
Closed -$4.52M – 1001
2023
Q2 		$4.52M Buy
141,881
+86,265
+155% +$2.68M 0.17% 116
2023
Q1 		$1.69M Buy
+55,616
New +$1.65M 0.07% 282
2022
Q1 		– Sell
-71,141
Closed -$2.33M – 887
2021
Q4 		$2.33M Buy
71,141
+645
+0.9% +$21.2K 0.12% 202
2021
Q3 		$2.23M Buy
+70,496
New +$2.29M 0.13% 193

Other funds holding EWI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mutual Advisors's EWI Position: Q3 2024 in Review

Mutual Advisors sold out of iShares MSCI Italy ETF (EWI) in Q3 2024, closing a stake of 34,676 shares — an estimated $1.29M sold.

Mutual Advisors first reported a position in EWI in Q3 2021 and held it in 6 quarters. The position peaked at $4.52M in Q2 2023. 95 funds tracked by Wall St. Rank hold EWI as of Q3 2024.

  • Mutual Advisors reported no remaining iShares MSCI Italy ETF position as of Q3 2024 after selling out during the quarter.
  • Mutual Advisors sold 34,676 iShares MSCI Italy ETF shares in Q3 2024, an estimated $1.29M.
  • Mutual Advisors first reported a position in iShares MSCI Italy ETF in Q3 2021 and held it in 6 quarters.
  • Mutual Advisors's iShares MSCI Italy ETF position peaked at $4.52M in Q2 2023.
  • 95 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q3 2024.

Based on Mutual Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.