NC
EWP icon

NewSquare Capital’s iShares MSCI Spain ETF EWP Stock Holding History

NewSquare Capital’s Portfolio EWP Stock Details EWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-41,164
Closed -$1.29M – 353
2024
Q2 		$1.29M Sell
41,164
-4,020
-9% -$129K 0.11% 111
2024
Q1 		$1.45M Sell
45,184
-133,005
-75% -$4M 0.13% 110
2023
Q4 		$5.46M Buy
178,189
+124,972
+235% +$3.6M 0.52% 71
2023
Q3 		$1.46M Sell
53,217
-134,071
-72% -$3.8M 0.15% 109
2023
Q2 		$5.41M Buy
+187,288
New +$5.28M 0.56% 61
2015
Q1 		– Sell
-11,569
Closed -$401K – 325
2014
Q4 		$401K Sell
11,569
-4,042
-26% -$150K 0.13% 95
2014
Q3 		$607K Buy
15,611
+4,821
+45% +$196K 0.22% 73
2014
Q2 		$462K Buy
10,790
+5,610
+108% +$237K 0.17% 85
2014
Q1 		$211K Buy
+5,180
New +$204K 0.08% 105

Other funds holding EWP

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
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
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
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return

NewSquare Capital's EWP Position: Q3 2024 in Review

NewSquare Capital sold out of iShares MSCI Spain ETF (EWP) in Q3 2024, closing a stake of 41,164 shares — an estimated $1.29M sold.

NewSquare Capital first reported a position in EWP in Q1 2014 and held it in 9 quarters. The position peaked at $5.46M in Q4 2023. 72 funds tracked by Wall St. Rank hold EWP as of Q3 2024.

  • NewSquare Capital reported no remaining iShares MSCI Spain ETF position as of Q3 2024 after selling out during the quarter.
  • NewSquare Capital sold 41,164 iShares MSCI Spain ETF shares in Q3 2024, an estimated $1.29M.
  • NewSquare Capital first reported a position in iShares MSCI Spain ETF in Q1 2014 and held it in 9 quarters.
  • NewSquare Capital's iShares MSCI Spain ETF position peaked at $5.46M in Q4 2023.
  • 72 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q3 2024.

Based on NewSquare Capital's 13F filing for Q3 2024, filed 4 Nov 2024.