Realta Investment Advisors’s iShares MSCI Italy ETF EWI Stock Holding History

Realta Investment Advisors’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
2024 Q3	–	Sell	-121	Closed	-$4.34K	–	465
2024 Q2	$4.34K	Hold	121	–	–	﹤0.01%	730
2024 Q1	$4.56K	Buy	+121	New	+$4.24K	﹤0.01%	747
2023 Q4	–	Sell	-121	Closed	-$3.85K	–	522
2023 Q3	$3.85K	Hold	121	–	–	﹤0.01%	730
2023 Q2	$3.85K	Buy	+121	New	+$3.76K	﹤0.01%	780
2023 Q1	–	Sell	-121	Closed	-$3.26K	–	525
2022 Q4	$3.26K	Hold	121	–	–	﹤0.01%	794
2022 Q3	$3K	Buy	+121	New	+$2.85K	﹤0.01%	770
2020 Q1	–	Sell	-121	Closed	-$4K	–	640
2019 Q4	$4K	Hold	121	–	–	﹤0.01%	1387
2019 Q3	$4K	Hold	121	–	–	﹤0.01%	1377
2019 Q2	$4K	Hold	121	–	–	﹤0.01%	1421
2019 Q1	$4K	Buy	+121	New	+$3.2K	﹤0.01%	1110

Other funds holding EWI

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return

CacheTech Inc Logan, Utah $618M AUM 37.94% 1-Year Est. Return

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

Realta Investment Advisors's EWI Position: Q3 2024 in Review

Realta Investment Advisors sold out of iShares MSCI Italy ETF (EWI) in Q3 2024, closing a stake of 121 shares — an estimated $4.34K sold.

Realta Investment Advisors first reported a position in EWI in Q1 2019 and held it in 10 quarters. The position peaked at $4.56K in Q1 2024. 95 funds tracked by Wall St. Rank hold EWI as of Q3 2024.

Realta Investment Advisors reported no remaining iShares MSCI Italy ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 121 iShares MSCI Italy ETF shares in Q3 2024, an estimated $4.34K.
Realta Investment Advisors first reported a position in iShares MSCI Italy ETF in Q1 2019 and held it in 10 quarters.
Realta Investment Advisors's iShares MSCI Italy ETF position peaked at $4.56K in Q1 2024.
95 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.