Robertson Stephens Wealth Management’s iShares MSCI Mexico ETF EWW Stock Holding History

Robertson Stephens Wealth Management’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
2024 Q4	–	Sell	-71,537	Closed	-$3.84M	–	590
2024 Q3	$3.84M	Buy	+71,537	New	+$3.98M	0.14%	134
2023 Q4	–	Sell	-16,862	Closed	-$982K	–	451
2023 Q3	$982K	Sell	16,862 -88,419	-84%	-$5.48M	0.07%	211
2023 Q2	$6.55M	Buy	105,281 +2,918	+3%	+$178K	0.46%	44
2023 Q1	$6.09M	Buy	+102,363	New	+$5.83M	0.47%	41

Other funds holding EWW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

CRAM

Compass Rose Asset Management New York $1.33B AUM 2.38% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

Robertson Stephens Wealth Management's EWW Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of iShares MSCI Mexico ETF (EWW) in Q4 2024, closing a stake of 71,537 shares — an estimated $3.84M sold.

Robertson Stephens Wealth Management first reported a position in EWW in Q1 2023 and held it in 4 quarters. The position peaked at $6.55M in Q2 2023. 175 funds tracked by Wall St. Rank hold EWW as of Q4 2024.

Robertson Stephens Wealth Management reported no remaining iShares MSCI Mexico ETF position as of Q4 2024 after selling out during the quarter.
Robertson Stephens Wealth Management sold 71,537 iShares MSCI Mexico ETF shares in Q4 2024, an estimated $3.84M.
Robertson Stephens Wealth Management first reported a position in iShares MSCI Mexico ETF in Q1 2023 and held it in 4 quarters.
Robertson Stephens Wealth Management's iShares MSCI Mexico ETF position peaked at $6.55M in Q2 2023.
175 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.