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 New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Compass Rose Asset Management New York $3.55B AUM 2.06% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 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. 176 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.
176 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.