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

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-71,537
Closed -$3.84M 587
2024
Q3
$3.84M Buy
+71,537
New +$3.84M 0.14% 133
2023
Q4
Sell
-16,862
Closed -$982K 450
2023
Q3
$982K Sell
16,862
-88,419
-84% -$5.15M 0.07% 211
2023
Q2
$6.55M Buy
105,281
+2,918
+3% +$181K 0.46% 43
2023
Q1
$6.09M Buy
+102,363
New +$6.09M 0.47% 41