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Strategic Financial Partners’s iShares MSCI Italy ETF EWI Stock Holding History

Strategic Financial Partners’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
2026
Q1 		$1.56M Sell
29,189
-8,267
-22% -$453K 0.67% 33
2025
Q4 		$2.04M Buy
+37,456
New +$1.97M 0.88% 26
2025
Q3 		– Sell
-37,040
Closed -$1.78M – 82
2025
Q2 		$1.78M Buy
37,040
+7,428
+25% +$335K 0.83% 25
2025
Q1 		$1.25M Sell
29,612
-16,903
-36% -$678K 0.66% 30
2024
Q4 		$1.67M Buy
46,515
+6,540
+16% +$244K 0.85% 24
2024
Q3 		$1.56M Buy
39,975
+1,679
+4% +$63K 0.8% 25
2024
Q2 		$1.37M Buy
38,296
+3,241
+9% +$121K 0.76% 26
2024
Q1 		$1.32M Buy
+35,055
New +$1.23M 0.73% 24
2023
Q4 		– Sell
-75,094
Closed -$2.28M – 71
2023
Q3 		$2.28M Buy
75,094
+107
+0.1% +$3.41K 1.39% 17
2023
Q2 		$2.39M Buy
74,987
+13,367
+22% +$416K 1.36% 17
2023
Q1 		$1.88M Buy
+61,620
New +$1.83M 1.15% 20

Other funds holding EWI

HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $791M AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

Strategic Financial Partners's EWI Position: Q1 2026 in Review

Strategic Financial Partners reduced its iShares MSCI Italy ETF (EWI) stake by 22% in Q1 2026, selling an estimated $453K and leaving 29,189 shares worth $1.56M. The position accounts for 0.67% of the portfolio, ranked #33.

Strategic Financial Partners first reported a position in EWI in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.39M in Q2 2023. 109 funds tracked by Wall St. Rank hold EWI as of Q1 2026.

  • Strategic Financial Partners held 29,189 shares of iShares MSCI Italy ETF worth $1.56M as of Q1 2026.
  • Strategic Financial Partners sold 8,267 iShares MSCI Italy ETF shares in Q1 2026, an estimated $453K.
  • iShares MSCI Italy ETF made up 0.67% of Strategic Financial Partners's portfolio in Q1 2026, its #33 holding.
  • Strategic Financial Partners first reported a position in iShares MSCI Italy ETF in Q1 2023 and has held it in 11 quarters since.
  • Strategic Financial Partners's iShares MSCI Italy ETF position peaked at $2.39M in Q2 2023.
  • 109 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.