Private Advisory Group’s iShares MSCI Mexico ETF EWW Stock Holding History

Private Advisory Group’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 Q2	–	Sell	-12,461	Closed	-$742K	–	211
2023 Q1	$742K	Sell	12,461 -151	-1%	-$8.6K	0.16%	100
2022 Q4	$624K	Buy	+12,612	New	+$635K	0.14%	120
2018 Q3	–	Sell	-21,273	Closed	-$1M	–	125
2018 Q2	$1M	Buy	+21,273	New	+$1.02M	0.5%	66

Other funds holding EWW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 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 $672B AUM 33.48% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Private Advisory Group's EWW Position: Q2 2023 in Review

Private Advisory Group sold out of iShares MSCI Mexico ETF (EWW) in Q2 2023, closing a stake of 12,461 shares — an estimated $742K sold.

Private Advisory Group first reported a position in EWW in Q2 2018 and held it in 3 quarters. The position peaked at $1M in Q2 2018. 235 funds tracked by Wall St. Rank hold EWW as of Q2 2023.

Private Advisory Group reported no remaining iShares MSCI Mexico ETF position as of Q2 2023 after selling out during the quarter.
Private Advisory Group sold 12,461 iShares MSCI Mexico ETF shares in Q2 2023, an estimated $742K.
Private Advisory Group first reported a position in iShares MSCI Mexico ETF in Q2 2018 and held it in 3 quarters.
Private Advisory Group's iShares MSCI Mexico ETF position peaked at $1M in Q2 2018.
235 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q2 2023.

Based on Private Advisory Group's 13F filing for Q2 2023, filed 11 Aug 2023.