OIA
EWW icon

Optimum Investment Advisors’s iShares MSCI Mexico ETF EWW Stock Holding History

Optimum Investment Advisors’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
Q1 		$29K Sell
506
-850
-63% -$49.6K 0.01% 616
2014
Q4 		$81K Sell
1,356
-796
-37% -$51.1K 0.03% 400
2014
Q3 		$144K Sell
2,152
-298
-12% -$20.9K 0.05% 304
2014
Q2 		$166K Buy
+2,450
New +$161K 0.05% 285

Other funds holding EWW

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PI
PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return
DILH
Dai-ichi Life Holdings Tokyo, Japan $104M AUM 4.63% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return

Optimum Investment Advisors's EWW Position: Q1 2015 in Review

Optimum Investment Advisors reduced its iShares MSCI Mexico ETF (EWW) stake by 63% in Q1 2015, selling an estimated $49.6K and leaving 506 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #616.

Optimum Investment Advisors first reported a position in EWW in Q2 2014 and has held it in 4 quarters since. The position peaked at $166K in Q2 2014. 155 funds tracked by Wall St. Rank hold EWW as of Q1 2015.

  • Optimum Investment Advisors held 506 shares of iShares MSCI Mexico ETF worth $29K as of Q1 2015.
  • Optimum Investment Advisors sold 850 iShares MSCI Mexico ETF shares in Q1 2015, an estimated $49.6K.
  • iShares MSCI Mexico ETF made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #616 holding.
  • Optimum Investment Advisors first reported a position in iShares MSCI Mexico ETF in Q2 2014 and has held it in 4 quarters since.
  • Optimum Investment Advisors's iShares MSCI Mexico ETF position peaked at $166K in Q2 2014.
  • 155 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.