PF
EWI icon

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
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

HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

PlanWiser Financial's EWI Position: Q1 2026 in Review

PlanWiser Financial reduced its iShares MSCI Italy ETF (EWI) stake by 19% in Q1 2026, selling an estimated $338K and leaving 26,993 shares worth $1.57M. The position accounts for 1.14% of the portfolio, ranked #26.

PlanWiser Financial first reported a position in EWI in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.81M in Q4 2025. 110 funds tracked by Wall St. Rank hold EWI as of Q1 2026.

  • PlanWiser Financial held 26,993 shares of iShares MSCI Italy ETF worth $1.57M as of Q1 2026.
  • PlanWiser Financial sold 6,170 iShares MSCI Italy ETF shares in Q1 2026, an estimated $338K.
  • iShares MSCI Italy ETF made up 1.14% of PlanWiser Financial's portfolio in Q1 2026, its #26 holding.
  • PlanWiser Financial first reported a position in iShares MSCI Italy ETF in Q1 2025 and has held it in 4 quarters since.
  • PlanWiser Financial's iShares MSCI Italy ETF position peaked at $1.81M in Q4 2025.
  • 110 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q1 2026.

Based on PlanWiser Financial's 13F filing for Q1 2026, filed 12 May 2026.