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NewEdge Wealth’s iShares MSCI Italy ETF EWI Stock Holding History

NewEdge Wealth’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
Q2 		– Sell
-4,812
Closed -$204K – 985
2025
Q1 		$204K Buy
+4,812
New +$193K ﹤0.01% 890

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Ameriprise
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Morgan Stanley
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TCM
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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

NewEdge Wealth's EWI Position: Q2 2025 in Review

NewEdge Wealth sold out of iShares MSCI Italy ETF (EWI) in Q2 2025, closing a stake of 4,812 shares — an estimated $204K sold.

NewEdge Wealth first reported a position in EWI in Q1 2025 and held it in 1 quarter. The position peaked at $204K in Q1 2025. 104 funds tracked by Wall St. Rank hold EWI as of Q2 2025.

  • NewEdge Wealth reported no remaining iShares MSCI Italy ETF position as of Q2 2025 after selling out during the quarter.
  • NewEdge Wealth sold 4,812 iShares MSCI Italy ETF shares in Q2 2025, an estimated $204K.
  • NewEdge Wealth first reported a position in iShares MSCI Italy ETF in Q1 2025 and held it in 1 quarter.
  • NewEdge Wealth's iShares MSCI Italy ETF position peaked at $204K in Q1 2025.
  • 104 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q2 2025.

Based on NewEdge Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.