Sage Advisory Services’s iShares MSCI Spain ETF EWP Stock Holding History

Sage Advisory Services’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
2021 Q4	–	Sell	-306,032	Closed	-$8.25M	–	56
2021 Q3	$8.25M	Sell	306,032 -105,294	-26%	-$2.94M	2.15%	16
2021 Q2	$11.7M	Buy	+411,326	New	+$12.1M	3.2%	11

Other funds holding EWP

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return

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

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

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

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

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

Sage Advisory Services's EWP Position: Q4 2021 in Review

Sage Advisory Services sold out of iShares MSCI Spain ETF (EWP) in Q4 2021, closing a stake of 306,032 shares — an estimated $8.25M sold.

Sage Advisory Services first reported a position in EWP in Q2 2021 and held it in 2 quarters. The position peaked at $11.7M in Q2 2021. 64 funds tracked by Wall St. Rank hold EWP as of Q4 2021.

Sage Advisory Services reported no remaining iShares MSCI Spain ETF position as of Q4 2021 after selling out during the quarter.
Sage Advisory Services sold 306,032 iShares MSCI Spain ETF shares in Q4 2021, an estimated $8.25M.
Sage Advisory Services first reported a position in iShares MSCI Spain ETF in Q2 2021 and held it in 2 quarters.
Sage Advisory Services's iShares MSCI Spain ETF position peaked at $11.7M in Q2 2021.
64 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q4 2021.

Based on Sage Advisory Services's 13F filing for Q4 2021, filed 31 Jan 2022.