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North Star Investment Management’s iShares MSCI Mexico ETF EWW Stock Holding History

North Star Investment Management’s Portfolio EWW Stock Details EWW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-150
Closed -$9K – 842
2015
Q2 		$9K Hold
150
– – ﹤0.01% 622
2015
Q1 		$9K Hold
150
– – ﹤0.01% 630
2014
Q4 		$9K Buy
+150
New +$9.64K ﹤0.01% 617

Other funds holding EWW

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
DILH
Dai-ichi Life Holdings Tokyo, Japan $104M AUM 4.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

North Star Investment Management's EWW Position: Q3 2015 in Review

North Star Investment Management sold out of iShares MSCI Mexico ETF (EWW) in Q3 2015, closing a stake of 150 shares — an estimated $9K sold.

North Star Investment Management first reported a position in EWW in Q4 2014 and held it in 3 quarters. The position peaked at $9K in Q2 2015. 135 funds tracked by Wall St. Rank hold EWW as of Q3 2015.

  • North Star Investment Management reported no remaining iShares MSCI Mexico ETF position as of Q3 2015 after selling out during the quarter.
  • North Star Investment Management sold 150 iShares MSCI Mexico ETF shares in Q3 2015, an estimated $9K.
  • North Star Investment Management first reported a position in iShares MSCI Mexico ETF in Q4 2014 and held it in 3 quarters.
  • North Star Investment Management's iShares MSCI Mexico ETF position peaked at $9K in Q2 2015.
  • 135 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q3 2015.

Based on North Star Investment Management's 13F filing for Q3 2015, filed 14 Oct 2015.