Sigma Planning Corp’s iShares MSCI Mexico ETF EWW Stock Holding History

Sigma Planning Corp’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
2021 Q4	–	Sell	-4,320	Closed	-$208K	–	1412
2021 Q3	$208K	Sell	4,320 -87	-2%	-$4.27K	0.01%	1250
2021 Q2	$212K	Sell	4,407 -5,880	-57%	-$277K	0.01%	1263
2021 Q1	$451K	Buy	10,287 +4,771	+86%	+$205K	0.01%	802
2020 Q4	$237K	Buy	+5,516	New	+$214K	0.01%	1007
2020 Q2	–	Sell	-9,995	Closed	-$283K	–	1065
2020 Q1	$283K	Buy	+9,995	New	+$417K	0.02%	670
2018 Q1	–	Sell	-4,226	Closed	-$208K	–	872
2017 Q4	$208K	Sell	4,226 -357	-8%	-$18.1K	0.02%	763
2017 Q3	$250K	Buy	4,583 +215	+5%	+$12.1K	0.02%	680
2017 Q2	$236K	Buy	+4,368	New	+$229K	0.02%	655
2016 Q1	–	Sell	-7,948	Closed	-$396K	–	718
2015 Q4	$396K	Sell	7,948 -576	-7%	-$30.7K	0.06%	383
2015 Q3	$440K	Buy	+8,524	New	+$461K	0.07%	331

Other funds holding EWW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Twin Tree Management Dallas, Texas $5.31B AUM 55.82% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

Sigma Planning Corp's EWW Position: Q4 2021 in Review

Sigma Planning Corp sold out of iShares MSCI Mexico ETF (EWW) in Q4 2021, closing a stake of 4,320 shares — an estimated $208K sold.

Sigma Planning Corp first reported a position in EWW in Q3 2015 and held it in 10 quarters. The position peaked at $451K in Q1 2021. 156 funds tracked by Wall St. Rank hold EWW as of Q4 2021.

Sigma Planning Corp reported no remaining iShares MSCI Mexico ETF position as of Q4 2021 after selling out during the quarter.
Sigma Planning Corp sold 4,320 iShares MSCI Mexico ETF shares in Q4 2021, an estimated $208K.
Sigma Planning Corp first reported a position in iShares MSCI Mexico ETF in Q3 2015 and held it in 10 quarters.
Sigma Planning Corp's iShares MSCI Mexico ETF position peaked at $451K in Q1 2021.
156 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q4 2021.

Based on Sigma Planning Corp's 13F filing for Q4 2021, filed 2 Feb 2022.