SOL Capital Management’s iShares MSCI Mexico ETF EWW Stock Holding History

SOL Capital 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 Q3	–	Sell	-3,700	Closed	-$209K	–	314
2024 Q2	$209K	Hold	3,700	–	–	0.03%	288
2024 Q1	$256K	Hold	3,700	–	–	0.03%	274
2023 Q4	$251K	Hold	3,700	–	–	0.03%	271
2023 Q3	$215K	Hold	3,700	–	–	0.03%	273
2023 Q2	$230K	Hold	3,700	–	–	0.03%	264
2023 Q1	$220K	Buy	+3,700	New	+$211K	0.04%	270
2022 Q2	–	Sell	-3,700	Closed	-$203K	–	256
2022 Q1	$203K	Buy	+3,700	New	+$186K	0.04%	253
2017 Q4	–	Sell	-3,696	Closed	-$202K	–	240
2017 Q3	$202K	Buy	+3,696	New	+$208K	0.06%	243
2014 Q4	–	Sell	-3,000	Closed	-$206K	–	188
2014 Q3	$206K	Hold	3,000	–	–	0.09%	171
2014 Q2	$203K	Buy	+3,000	New	+$198K	0.08%	182
2014 Q1	–	Sell	-3,000	Closed	-$204K	–	182
2013 Q4	$204K	Buy	+3,000	New	+$197K	0.08%	172

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

SOL Capital Management's EWW Position: Q3 2024 in Review

SOL Capital Management sold out of iShares MSCI Mexico ETF (EWW) in Q3 2024, closing a stake of 3,700 shares — an estimated $209K sold.

SOL Capital Management first reported a position in EWW in Q4 2013 and held it in 11 quarters. The position peaked at $256K in Q1 2024. 199 funds tracked by Wall St. Rank hold EWW as of Q3 2024.

SOL Capital Management reported no remaining iShares MSCI Mexico ETF position as of Q3 2024 after selling out during the quarter.
SOL Capital Management sold 3,700 iShares MSCI Mexico ETF shares in Q3 2024, an estimated $209K.
SOL Capital Management first reported a position in iShares MSCI Mexico ETF in Q4 2013 and held it in 11 quarters.
SOL Capital Management's iShares MSCI Mexico ETF position peaked at $256K in Q1 2024.
199 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q3 2024.

Based on SOL Capital Management's 13F filing for Q3 2024, filed 22 Oct 2024.