Segment Wealth Management
EWW icon

Segment Wealth Management’s iShares MSCI Mexico ETF EWW Stock Holding History

Segment Wealth Management’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
Q2 		– Sell
-63,529
Closed -$4.4M – 262
2024
Q1 		$4.4M Sell
63,529
-507
-0.8% -$33.7K 0.33% 74
2023
Q4 		$4.34M Sell
64,036
-4,700
-7% -$284K 0.38% 69
2023
Q3 		$4M Sell
68,736
-1,685
-2% -$104K 0.41% 70
2023
Q2 		$4.38M Buy
+70,421
New +$4.3M 0.45% 68
2017
Q4 		– Sell
-29,855
Closed -$1.63M – 204
2017
Q3 		$1.63M Buy
29,855
+585
+2% +$32.9K 0.43% 73
2017
Q2 		$1.58M Hold
29,270
– – 0.43% 71
2017
Q1 		$1.5M Buy
+29,270
New +$1.36M 0.49% 68

Other funds holding EWW

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
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
Provida Pension Fund Administrator
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Segment Wealth Management's EWW Position: Q2 2024 in Review

Segment Wealth Management sold out of iShares MSCI Mexico ETF (EWW) in Q2 2024, closing a stake of 63,529 shares — an estimated $4.4M sold.

Segment Wealth Management first reported a position in EWW in Q1 2017 and held it in 7 quarters. The position peaked at $4.4M in Q1 2024. 220 funds tracked by Wall St. Rank hold EWW as of Q2 2024.

  • Segment Wealth Management reported no remaining iShares MSCI Mexico ETF position as of Q2 2024 after selling out during the quarter.
  • Segment Wealth Management sold 63,529 iShares MSCI Mexico ETF shares in Q2 2024, an estimated $4.4M.
  • Segment Wealth Management first reported a position in iShares MSCI Mexico ETF in Q1 2017 and held it in 7 quarters.
  • Segment Wealth Management's iShares MSCI Mexico ETF position peaked at $4.4M in Q1 2024.
  • 220 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q2 2024.

Based on Segment Wealth Management's 13F filing for Q2 2024, filed 23 Jul 2024.