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Next Financial Group’s iShares MSCI Italy ETF EWI Stock Holding History

Next Financial Group’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
2020
Q4 		– Sell
-150
Closed -$4K – 2362
2020
Q3 		$4K Buy
+150
New +$3.81K ﹤0.01% 1901
2020
Q2 		– Sell
-150
Closed -$3K – 989
2020
Q1 		$3K Hold
150
– – ﹤0.01% 1824
2019
Q4 		$4K Hold
150
– – ﹤0.01% 2010
2019
Q3 		$4K Hold
150
– – ﹤0.01% 1946
2019
Q2 		$4K Hold
150
– – ﹤0.01% 1939
2019
Q1 		$4K Hold
150
– – ﹤0.01% 1297
2018
Q4 		$4K Hold
150
– – ﹤0.01% 1593
2018
Q3 		$4K Buy
+150
New +$4.27K ﹤0.01% 1190
2017
Q4 		– Sell
-6,625
Closed -$205K – 595
2017
Q3 		$205K Buy
6,625
+196
+3% +$5.88K 0.06% 310
2017
Q2 		$179K Sell
6,429
-807
-11% -$22K 0.04% 387
2017
Q1 		$191K Sell
7,236
-504
-7% -$12.3K 0.05% 322
2016
Q4 		$187K Buy
7,740
+7,506
+3,208% +$169K 0.03% 490
2016
Q3 		$5K Hold
234
– – ﹤0.01% 1922
2016
Q2 		$5K Hold
234
– – ﹤0.01% 1400
2016
Q1 		$5K Sell
234
-560
-71% -$13.5K ﹤0.01% 1359
2015
Q4 		$21K Buy
794
+560
+239% +$16.2K 0.01% 897
2015
Q3 		$6K Hold
234
– – ﹤0.01% 1367
2015
Q2 		$6K Hold
234
– – ﹤0.01% 1425
2015
Q1 		$6K Buy
234
+84
+56% +$2.38K ﹤0.01% 1421
2014
Q4 		$4K Sell
150
-52
-26% -$1.5K ﹤0.01% 1570
2014
Q3 		$6K Buy
+202
New +$6.56K ﹤0.01% 1972

Other funds holding EWI

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

Next Financial Group's EWI Position: Q4 2020 in Review

Next Financial Group sold out of iShares MSCI Italy ETF (EWI) in Q4 2020, closing a stake of 150 shares — an estimated $4K sold.

Next Financial Group first reported a position in EWI in Q3 2014 and held it in 21 quarters. The position peaked at $205K in Q3 2017. 52 funds tracked by Wall St. Rank hold EWI as of Q4 2020.

  • Next Financial Group reported no remaining iShares MSCI Italy ETF position as of Q4 2020 after selling out during the quarter.
  • Next Financial Group sold 150 iShares MSCI Italy ETF shares in Q4 2020, an estimated $4K.
  • Next Financial Group first reported a position in iShares MSCI Italy ETF in Q3 2014 and held it in 21 quarters.
  • Next Financial Group's iShares MSCI Italy ETF position peaked at $205K in Q3 2017.
  • 52 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q4 2020.

Based on Next Financial Group's 13F filing for Q4 2020, filed 5 Feb 2021.