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OneAscent Financial Services’s iShares MSCI Mexico ETF EWW Stock Holding History

OneAscent Financial Services’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
2023
Q4 		– Sell
-3,974
Closed -$231K – 375
2023
Q3 		$231K Buy
+3,974
New +$246K 0.06% 227

Other funds holding EWW

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

OneAscent Financial Services's EWW Position: Q4 2023 in Review

OneAscent Financial Services sold out of iShares MSCI Mexico ETF (EWW) in Q4 2023, closing a stake of 3,974 shares — an estimated $231K sold.

OneAscent Financial Services first reported a position in EWW in Q3 2023 and held it in 1 quarter. The position peaked at $231K in Q3 2023. 258 funds tracked by Wall St. Rank hold EWW as of Q4 2023.

  • OneAscent Financial Services reported no remaining iShares MSCI Mexico ETF position as of Q4 2023 after selling out during the quarter.
  • OneAscent Financial Services sold 3,974 iShares MSCI Mexico ETF shares in Q4 2023, an estimated $231K.
  • OneAscent Financial Services first reported a position in iShares MSCI Mexico ETF in Q3 2023 and held it in 1 quarter.
  • OneAscent Financial Services's iShares MSCI Mexico ETF position peaked at $231K in Q3 2023.
  • 258 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q4 2023.

Based on OneAscent Financial Services's 13F filing for Q4 2023, filed 11 Jan 2024.