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SeaBridge Investment Advisors’s iShares MSCI Mexico ETF EWW Stock Holding History

SeaBridge Investment Advisors’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
2020
Q4 		– Sell
-1,690
Closed -$56K – 174
2020
Q3 		$56K Hold
1,690
– – 0.02% 161
2020
Q2 		$54K Hold
1,690
– – 0.02% 166
2020
Q1 		$48K Hold
1,690
– – 0.02% 164
2019
Q4 		$76K Hold
1,690
– – 0.03% 157
2019
Q3 		$72K Hold
1,690
– – 0.02% 161
2019
Q2 		$73K Hold
1,690
– – 0.02% 165
2019
Q1 		$74K Hold
1,690
– – 0.02% 164
2018
Q4 		$70K Sell
1,690
-4,604
-73% -$200K 0.03% 158
2018
Q3 		$322K Sell
6,294
-1,090
-15% -$55.2K 0.08% 129
2018
Q2 		$348K Sell
7,384
-116,154
-94% -$5.6M 0.09% 132
2018
Q1 		$6.37M Sell
123,538
-1,250
-1% -$64.2K 1.43% 28
2017
Q4 		$6.15M Buy
124,788
+4,705
+4% +$239K 1.34% 26
2017
Q3 		$6.56M Sell
120,083
-1,953
-2% -$110K 1.53% 18
2017
Q2 		$6.58M Sell
122,036
-4,850
-4% -$254K 1.58% 18
2017
Q1 		$6.49M Sell
126,886
-9,923
-7% -$460K 1.56% 19
2016
Q4 		$6.01M Buy
136,809
+136,585
+60,975% +$6.42M 1.45% 23
2016
Q3 		$11K Hold
224
– – ﹤0.01% 226
2016
Q2 		$11K Buy
+224
New +$11.4K ﹤0.01% 225

Other funds holding EWW

PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PI
PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

SeaBridge Investment Advisors's EWW Position: Q4 2020 in Review

SeaBridge Investment Advisors sold out of iShares MSCI Mexico ETF (EWW) in Q4 2020, closing a stake of 1,690 shares — an estimated $56K sold.

SeaBridge Investment Advisors first reported a position in EWW in Q2 2016 and held it in 18 quarters. The position peaked at $6.58M in Q2 2017. 155 funds tracked by Wall St. Rank hold EWW as of Q4 2020.

  • SeaBridge Investment Advisors reported no remaining iShares MSCI Mexico ETF position as of Q4 2020 after selling out during the quarter.
  • SeaBridge Investment Advisors sold 1,690 iShares MSCI Mexico ETF shares in Q4 2020, an estimated $56K.
  • SeaBridge Investment Advisors first reported a position in iShares MSCI Mexico ETF in Q2 2016 and held it in 18 quarters.
  • SeaBridge Investment Advisors's iShares MSCI Mexico ETF position peaked at $6.58M in Q2 2017.
  • 155 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q4 2020.

Based on SeaBridge Investment Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.