Strategic Wealth Partners’s iShares MSCI Mexico ETF EWW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Buy |
+1,728
| New | +$105K | 0.01% | 384 |
|
|
2024
Q4 | – | Sell |
-5,838
| Closed | -$314K | – | 317 |
|
|
2024
Q3 | $314K | Sell |
5,838
-135,020
| -96% | -$7.25M | 0.03% | 250 |
|
|
2024
Q2 | $7.97M | Buy |
140,858
+32,784
| +30% | +$1.86M | 0.83% | 31 |
|
|
2024
Q1 | $7.49M | Sell |
108,074
-5,338
| -5% | -$370K | 0.82% | 36 |
|
|
2023
Q4 | $7.69M | Buy |
113,412
+1,216
| +1% | +$82.5K | 0.95% | 23 |
|
|
2023
Q3 | $6.53M | Sell |
112,196
-25,375
| -18% | -$1.48M | 0.86% | 19 |
|
|
2023
Q2 | $8.55M | Buy |
137,571
+9,920
| +8% | +$617K | 1.11% | 16 |
|
|
2023
Q1 | $7.6M | Buy |
127,651
+20,355
| +19% | +$1.21M | 1.17% | 16 |
|
|
2022
Q4 | $5.31M | Buy |
107,296
+24,654
| +30% | +$1.22M | 0.99% | 20 |
|
|
2022
Q3 | $3.66M | Buy |
82,642
+1,413
| +2% | +$62.5K | 0.78% | 29 |
|
|
2022
Q2 | $3.78M | Buy |
81,229
+5,012
| +7% | +$233K | 0.82% | 30 |
|
|
2022
Q1 | $4.19M | Buy |
76,217
+6,946
| +10% | +$382K | 0.82% | 30 |
|
|
2021
Q4 | $3.51M | Buy |
69,271
+5,980
| +9% | +$303K | 0.66% | 47 |
|
|
2021
Q3 | $3.05M | Buy |
63,291
+401
| +0.6% | +$19.4K | 0.9% | 25 |
|
|
2021
Q2 | $3.02M | Sell |
62,890
-5,271
| -8% | -$253K | 0.98% | 16 |
|
|
2021
Q1 | $2.99M | Sell |
68,161
-3,862
| -5% | -$169K | 1.19% | 15 |
|
|
2020
Q4 | $3.1M | Sell |
72,023
-1,141
| -2% | -$49K | 1.3% | 14 |
|
|
2020
Q3 | $2.44M | Buy |
+73,164
| New | +$2.44M | 1.23% | 15 |
|