SWM
EWW icon

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

Strategic 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
2018
Q1 		– Sell
-70,852
Closed -$3.49M – 24
2017
Q4 		$3.49M Buy
+70,852
New +$3.6M 3.51% 15

Other funds holding EWW

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
NIMI
Natixis Investment Managers International Paris, France $1.29B AUM 24.83% 1-Year Est. Return
KC
Kepos Capital New York $61.3M AUM 12.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Strategic Wealth Management's EWW Position: Q1 2018 in Review

Strategic Wealth Management sold out of iShares MSCI Mexico ETF (EWW) in Q1 2018, closing a stake of 70,852 shares — an estimated $3.49M sold.

Strategic Wealth Management first reported a position in EWW in Q4 2017 and held it in 1 quarter. The position peaked at $3.49M in Q4 2017. 154 funds tracked by Wall St. Rank hold EWW as of Q1 2018.

  • Strategic Wealth Management reported no remaining iShares MSCI Mexico ETF position as of Q1 2018 after selling out during the quarter.
  • Strategic Wealth Management sold 70,852 iShares MSCI Mexico ETF shares in Q1 2018, an estimated $3.49M.
  • Strategic Wealth Management first reported a position in iShares MSCI Mexico ETF in Q4 2017 and held it in 1 quarter.
  • Strategic Wealth Management's iShares MSCI Mexico ETF position peaked at $3.49M in Q4 2017.
  • 154 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q1 2018.

Based on Strategic Wealth Management's 13F filing for Q1 2018, filed 5 Apr 2018.