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Peak Financial Advisors’s iShares MSCI Mexico ETF EWW Stock Holding History

Peak Financial 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
2021
Q4 		– Sell
-38,046
Closed -$1.84M – 83
2021
Q3 		$1.84M Buy
38,046
+2,336
+7% +$115K 1.61% 24
2021
Q2 		$1.71M Buy
+35,710
New +$1.69M 1.47% 26

Other funds holding EWW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Twin Tree Management
Twin Tree Management Dallas, Texas $5.31B AUM 55.82% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

Peak Financial Advisors's EWW Position: Q4 2021 in Review

Peak Financial Advisors sold out of iShares MSCI Mexico ETF (EWW) in Q4 2021, closing a stake of 38,046 shares — an estimated $1.84M sold.

Peak Financial Advisors first reported a position in EWW in Q2 2021 and held it in 2 quarters. The position peaked at $1.84M in Q3 2021. 156 funds tracked by Wall St. Rank hold EWW as of Q4 2021.

  • Peak Financial Advisors reported no remaining iShares MSCI Mexico ETF position as of Q4 2021 after selling out during the quarter.
  • Peak Financial Advisors sold 38,046 iShares MSCI Mexico ETF shares in Q4 2021, an estimated $1.84M.
  • Peak Financial Advisors first reported a position in iShares MSCI Mexico ETF in Q2 2021 and held it in 2 quarters.
  • Peak Financial Advisors's iShares MSCI Mexico ETF position peaked at $1.84M in Q3 2021.
  • 156 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q4 2021.

Based on Peak Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.