Phoenix Financial’s iShares MSCI Mexico ETF EWW Stock Holding History

Phoenix Financial’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
2023 Q3	–	Sell	-791,400	Closed	-$49.2M	–	338
2023 Q2	$49.2M	Buy	+791,400	New	+$48.4M	1.01%	27
2022 Q4	–	Sell	-870,820	Closed	-$39M	–	306
2022 Q3	$39M	Sell	870,820 -430,000	-33%	-$19.8M	0.86%	42
2022 Q2	$60.6M	Buy	+1,300,820	New	+$65.2M	1.24%	26
2021 Q1	–	Sell	-256,000	Closed	-$11M	–	419
2020 Q4	$11M	Buy	+256,000	New	+$9.94M	0.3%	98

Other funds holding EWW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Phoenix Financial's EWW Position: Q3 2023 in Review

Phoenix Financial sold out of iShares MSCI Mexico ETF (EWW) in Q3 2023, closing a stake of 791,400 shares — an estimated $49.2M sold.

Phoenix Financial first reported a position in EWW in Q4 2020 and held it in 4 quarters. The position peaked at $60.6M in Q2 2022. 228 funds tracked by Wall St. Rank hold EWW as of Q3 2023.

Phoenix Financial reported no remaining iShares MSCI Mexico ETF position as of Q3 2023 after selling out during the quarter.
Phoenix Financial sold 791,400 iShares MSCI Mexico ETF shares in Q3 2023, an estimated $49.2M.
Phoenix Financial first reported a position in iShares MSCI Mexico ETF in Q4 2020 and held it in 4 quarters.
Phoenix Financial's iShares MSCI Mexico ETF position peaked at $60.6M in Q2 2022.
228 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q3 2023.

Based on Phoenix Financial's 13F filing for Q3 2023, filed 13 Nov 2023.