RPg Family Wealth Advisory’s iShares MSCI Mexico ETF EWW Stock Holding History

RPg Family Wealth Advisory’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 Q3	–	Sell	-53,154	Closed	-$3.01M	–	82
2024 Q2	$3.01M	Sell	53,154 -227	-0.4%	-$14.6K	0.99%	36
2024 Q1	$3.7M	Buy	53,381 +679	+1%	+$45.2K	1.17%	32
2023 Q4	$3.58M	Buy	52,702 +2,950	+6%	+$178K	1.32%	29
2023 Q3	$2.9M	Buy	49,752 +1,003	+2%	+$62.1K	1.19%	29
2023 Q2	$3.03M	Sell	48,749 -815	-2%	-$49.8K	1.21%	30
2023 Q1	$2.95M	Buy	+49,564	New	+$2.82M	1.62%	21
2019 Q3	–	Sell	-250	Closed	-$10.8K	–	296
2019 Q2	$10.8K	Sell	250 -507	-67%	-$22.8K	0.01%	271
2019 Q1	$33K	Buy	757 +250	+49%	+$11K	0.02%	193
2018 Q4	$20.9K	Buy	+507	New	+$22K	0.02%	153
2018 Q2	–	Sell	-507	Closed	-$26.1K	–	247
2018 Q1	$26.1K	Buy	+507	New	+$26K	0.02%	178
2017 Q3	–	Sell	-508	Closed	-$27.4K	–	292
2017 Q2	$27.4K	Buy	+508	New	+$26.6K	0.02%	214
2017 Q1	–	Sell	-502	Closed	-$22.1K	–	294
2016 Q4	$22.1K	Buy	+502	New	+$23.6K	0.02%	179

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

RPg Family Wealth Advisory's EWW Position: Q3 2024 in Review

RPg Family Wealth Advisory sold out of iShares MSCI Mexico ETF (EWW) in Q3 2024, closing a stake of 53,154 shares — an estimated $3.01M sold.

RPg Family Wealth Advisory first reported a position in EWW in Q4 2016 and held it in 12 quarters. The position peaked at $3.7M in Q1 2024. 197 funds tracked by Wall St. Rank hold EWW as of Q3 2024.

RPg Family Wealth Advisory reported no remaining iShares MSCI Mexico ETF position as of Q3 2024 after selling out during the quarter.
RPg Family Wealth Advisory sold 53,154 iShares MSCI Mexico ETF shares in Q3 2024, an estimated $3.01M.
RPg Family Wealth Advisory first reported a position in iShares MSCI Mexico ETF in Q4 2016 and held it in 12 quarters.
RPg Family Wealth Advisory's iShares MSCI Mexico ETF position peaked at $3.7M in Q1 2024.
197 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q3 2024.

Based on RPg Family Wealth Advisory's 13F filing for Q3 2024, filed 5 Nov 2024.