Sage Advisory Services’s iShares MSCI Italy ETF EWI Stock Holding History

Sage Advisory Services’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
2022 Q1	–	Sell	-237,344	Closed	-$7.79M	–	54
2021 Q4	$7.79M	Sell	237,344 -23,036	-9%	-$756K	1.93%	18
2021 Q3	$8.24M	Sell	260,380 -104,181	-29%	-$3.39M	2.14%	17
2021 Q2	$11.8M	Buy	+364,561	New	+$11.9M	3.23%	10

Other funds holding EWI

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sage Advisory Services's EWI Position: Q1 2022 in Review

Sage Advisory Services sold out of iShares MSCI Italy ETF (EWI) in Q1 2022, closing a stake of 237,344 shares — an estimated $7.79M sold.

Sage Advisory Services first reported a position in EWI in Q2 2021 and held it in 3 quarters. The position peaked at $11.8M in Q2 2021. 60 funds tracked by Wall St. Rank hold EWI as of Q1 2022.

Sage Advisory Services reported no remaining iShares MSCI Italy ETF position as of Q1 2022 after selling out during the quarter.
Sage Advisory Services sold 237,344 iShares MSCI Italy ETF shares in Q1 2022, an estimated $7.79M.
Sage Advisory Services first reported a position in iShares MSCI Italy ETF in Q2 2021 and held it in 3 quarters.
Sage Advisory Services's iShares MSCI Italy ETF position peaked at $11.8M in Q2 2021.
60 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q1 2022.

Based on Sage Advisory Services's 13F filing for Q1 2022, filed 4 May 2022.