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

Perennial 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
2024
Q4 		– Sell
-8,334
Closed -$448K – 421
2024
Q3 		$448K Sell
8,334
-5,759
-41% -$320K 0.06% 228
2024
Q2 		$798K Sell
14,093
-491
-3% -$31.5K 0.11% 150
2024
Q1 		$1.01M Buy
14,584
+2,043
+16% +$136K 0.15% 108
2023
Q4 		$851K Sell
12,541
-3,189
-20% -$193K 0.14% 121
2023
Q3 		$916K Buy
15,730
+6,130
+64% +$380K 0.17% 107
2023
Q2 		$597K Buy
+9,600
New +$587K 0.11% 166

Other funds holding EWW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
CRAM
Compass Rose Asset Management New York $1.33B AUM 2.38% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

Perennial Investment Advisors's EWW Position: Q4 2024 in Review

Perennial Investment Advisors sold out of iShares MSCI Mexico ETF (EWW) in Q4 2024, closing a stake of 8,334 shares — an estimated $448K sold.

Perennial Investment Advisors first reported a position in EWW in Q2 2023 and held it in 6 quarters. The position peaked at $1.01M in Q1 2024. 175 funds tracked by Wall St. Rank hold EWW as of Q4 2024.

  • Perennial Investment Advisors reported no remaining iShares MSCI Mexico ETF position as of Q4 2024 after selling out during the quarter.
  • Perennial Investment Advisors sold 8,334 iShares MSCI Mexico ETF shares in Q4 2024, an estimated $448K.
  • Perennial Investment Advisors first reported a position in iShares MSCI Mexico ETF in Q2 2023 and held it in 6 quarters.
  • Perennial Investment Advisors's iShares MSCI Mexico ETF position peaked at $1.01M in Q1 2024.
  • 175 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q4 2024.

Based on Perennial Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.