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

PlanWiser 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
2026
Q2 		$1.61M Buy
27,248
+255
+0.9% +$14.9K 1.12% 29
2026
Q1 		$1.57M Sell
26,993
-6,170
-19% -$338K 1.14% 26
2025
Q4 		$1.81M Buy
+33,163
New +$1.74M 1.35% 27
2025
Q3 		– Sell
-31,112
Closed -$1.52M – 49
2025
Q2 		$1.52M Buy
31,112
+7,330
+31% +$331K 1.29% 26
2025
Q1 		$1.07M Buy
+23,782
New +$955K 0.97% 28

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

PlanWiser Financial's EWI Position: Q2 2026 in Review

PlanWiser Financial increased its iShares MSCI Italy ETF (EWI) stake by 0.94% in Q2 2026, buying an estimated $14.9K and bringing the position to 27,248 shares worth $1.61M. The position accounts for 1.12% of the portfolio, ranked #29.

PlanWiser Financial first reported a position in EWI in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.81M in Q4 2025. 109 funds tracked by Wall St. Rank hold EWI as of Q2 2026.

  • PlanWiser Financial held 27,248 shares of iShares MSCI Italy ETF worth $1.61M as of Q2 2026.
  • PlanWiser Financial bought 255 iShares MSCI Italy ETF shares in Q2 2026, an estimated $14.9K.
  • iShares MSCI Italy ETF made up 1.12% of PlanWiser Financial's portfolio in Q2 2026, its #29 holding.
  • PlanWiser Financial first reported a position in iShares MSCI Italy ETF in Q1 2025 and has held it in 5 quarters since.
  • PlanWiser Financial's iShares MSCI Italy ETF position peaked at $1.81M in Q4 2025.
  • 109 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.