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Phoenix Financial’s iShares MSCI Italy ETF EWI Stock Holding History

Phoenix Financial’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
2022
Q2 		– Sell
-100,000
Closed -$2.95M – 391
2022
Q1 		$2.95M Sell
100,000
-68,232
-41% -$2.11M 0.05% 162
2021
Q4 		$5.52M Sell
168,232
-5,273
-3% -$173K 0.09% 122
2021
Q3 		$5.49M Buy
173,505
+84,075
+94% +$2.73M 0.1% 124
2021
Q2 		$2.9M Buy
+89,430
New +$2.93M 0.06% 186

Other funds holding EWI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Phoenix Financial's EWI Position: Q2 2022 in Review

Phoenix Financial sold out of iShares MSCI Italy ETF (EWI) in Q2 2022, closing a stake of 100,000 shares — an estimated $2.95M sold.

Phoenix Financial first reported a position in EWI in Q2 2021 and held it in 4 quarters. The position peaked at $5.52M in Q4 2021. 58 funds tracked by Wall St. Rank hold EWI as of Q2 2022.

  • Phoenix Financial reported no remaining iShares MSCI Italy ETF position as of Q2 2022 after selling out during the quarter.
  • Phoenix Financial sold 100,000 iShares MSCI Italy ETF shares in Q2 2022, an estimated $2.95M.
  • Phoenix Financial first reported a position in iShares MSCI Italy ETF in Q2 2021 and held it in 4 quarters.
  • Phoenix Financial's iShares MSCI Italy ETF position peaked at $5.52M in Q4 2021.
  • 58 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q2 2022.

Based on Phoenix Financial's 13F filing for Q2 2022, filed 15 Aug 2022.