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Robertson Stephens Wealth Management’s iShares MSCI Spain ETF EWP Stock Holding History

Robertson Stephens Wealth Management’s Portfolio EWP Stock Details EWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,672
Closed -$362K – 562
2024
Q4 		$362K Sell
11,672
-2,311
-17% -$76.6K 0.01% 429
2024
Q3 		$493K Buy
+13,983
New +$462K 0.02% 419

Other funds holding EWP

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Robertson Stephens Wealth Management's EWP Position: Q1 2025 in Review

Robertson Stephens Wealth Management sold out of iShares MSCI Spain ETF (EWP) in Q1 2025, closing a stake of 11,672 shares — an estimated $362K sold.

Robertson Stephens Wealth Management first reported a position in EWP in Q3 2024 and held it in 2 quarters. The position peaked at $493K in Q3 2024. 84 funds tracked by Wall St. Rank hold EWP as of Q1 2025.

  • Robertson Stephens Wealth Management reported no remaining iShares MSCI Spain ETF position as of Q1 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 11,672 iShares MSCI Spain ETF shares in Q1 2025, an estimated $362K.
  • Robertson Stephens Wealth Management first reported a position in iShares MSCI Spain ETF in Q3 2024 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's iShares MSCI Spain ETF position peaked at $493K in Q3 2024.
  • 84 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q1 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.