PFM
EWI icon

Phillips Financial Management’s iShares MSCI Italy ETF EWI Stock Holding History

Phillips Financial Management’s Portfolio EWI Stock Details EWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.58K Hold
111
– – ﹤0.01% 279
2026
Q1 		$5.93K Hold
111
– – ﹤0.01% 274
2025
Q4 		$6.03K Hold
111
– – ﹤0.01% 295
2025
Q3 		$5.77K Hold
111
– – ﹤0.01% 294
2025
Q2 		$5.34K Buy
+111
New +$5.01K ﹤0.01% 265

Other funds holding EWI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Phillips Financial Management's EWI Position: Q2 2026 in Review

Phillips Financial Management held its iShares MSCI Italy ETF (EWI) position steady in Q2 2026 at 111 shares worth $6.58K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Phillips Financial Management first reported a position in EWI in Q2 2025 and has held it in 5 quarters since. 109 funds tracked by Wall St. Rank hold EWI as of Q2 2026.

  • Phillips Financial Management held 111 shares of iShares MSCI Italy ETF worth $6.58K as of Q2 2026.
  • Phillips Financial Management left its iShares MSCI Italy ETF share count unchanged in Q2 2026.
  • iShares MSCI Italy ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q2 2026, its #279 holding.
  • Phillips Financial Management first reported a position in iShares MSCI Italy ETF in Q2 2025 and has held it in 5 quarters since.
  • 109 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.