Sageworth Trust’s iShares MSCI Italy ETF EWI Stock Holding History

Sageworth Trust’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
2023 Q2	–	Sell	-469	Closed	-$14.3K	–	201
2023 Q1	$14.3K	Hold	469	–	–	﹤0.01%	245
2022 Q4	$13K	Hold	469	–	–	﹤0.01%	194
2022 Q3	$10K	Hold	469	–	–	﹤0.01%	196
2022 Q2	$11K	Hold	469	–	–	﹤0.01%	221
2022 Q1	$14K	Hold	469	–	–	﹤0.01%	162
2021 Q4	$15K	Hold	469	–	–	﹤0.01%	216
2021 Q3	$15K	Hold	469	–	–	﹤0.01%	438
2021 Q2	$15K	Hold	469	–	–	﹤0.01%	470
2021 Q1	$15K	Hold	469	–	–	﹤0.01%	241
2020 Q4	$14K	Hold	469	–	–	﹤0.01%	172
2020 Q3	$11K	Hold	469	–	–	﹤0.01%	141
2020 Q2	$11K	Hold	469	–	–	﹤0.01%	129
2020 Q1	$10K	Hold	469	–	–	﹤0.01%	125
2019 Q4	$14K	Hold	469	–	–	﹤0.01%	145
2019 Q3	$13K	Hold	469	–	–	﹤0.01%	142
2019 Q2	$13K	Hold	469	–	–	﹤0.01%	148
2019 Q1	$13K	Hold	469	–	–	﹤0.01%	160
2018 Q4	$11K	Hold	469	–	–	﹤0.01%	112
2018 Q3	$13K	Hold	469	–	–	﹤0.01%	135
2018 Q2	$14K	Hold	469	–	–	﹤0.01%	94
2018 Q1	$15K	Hold	469	–	–	﹤0.01%	61
2017 Q4	$14K	Hold	469	–	–	﹤0.01%	54
2017 Q3	$15K	Hold	469	–	–	﹤0.01%	52
2017 Q2	$13K	Hold	469	–	–	﹤0.01%	102
2017 Q1	$12K	Hold	469	–	–	﹤0.01%	70
2016 Q4	$11K	Buy	+469	New	+$10.5K	﹤0.01%	47

Other funds holding EWI

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

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Hilltop Partners Mishawaka, Indiana $390M AUM 16.72% 1-Year Est. Return

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return

Sageworth Trust's EWI Position: Q2 2023 in Review

Sageworth Trust sold out of iShares MSCI Italy ETF (EWI) in Q2 2023, closing a stake of 469 shares — an estimated $14.3K sold.

Sageworth Trust first reported a position in EWI in Q4 2016 and held it in 26 quarters. The position peaked at $15K in Q4 2021. 86 funds tracked by Wall St. Rank hold EWI as of Q2 2023.

Sageworth Trust reported no remaining iShares MSCI Italy ETF position as of Q2 2023 after selling out during the quarter.
Sageworth Trust sold 469 iShares MSCI Italy ETF shares in Q2 2023, an estimated $14.3K.
Sageworth Trust first reported a position in iShares MSCI Italy ETF in Q4 2016 and held it in 26 quarters.
Sageworth Trust's iShares MSCI Italy ETF position peaked at $15K in Q4 2021.
86 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.