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SWA
Stratos Wealth Advisors’s
iShares MSCI Mexico ETF
EWW
Stock Holding History
Stratos Wealth Advisors’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
Q4
–
Sell
-72,533
Closed
-$3.9M
–
733
2024
Q3
$3.9M
Sell
72,533
-29,125
-29%
-$1.62M
0.18%
126
2024
Q2
$5.75M
Buy
101,658
+71,161
+233%
+$4.57M
0.28%
85
2024
Q1
$2.11M
Sell
30,497
-728
-2%
-$48.4K
0.13%
190
2023
Q4
$2.12M
Buy
+31,225
New
+$1.89M
0.12%
212
2023
Q1
–
Sell
-11,754
Closed
-$581K
–
605
2022
Q4
$581K
Buy
11,754
+5,248
+81%
+$264K
0.05%
374
2022
Q3
$288K
Sell
6,506
-47,409
-88%
-$2.18M
0.03%
425
2022
Q2
$2.51M
Buy
53,915
+14,912
+38%
+$747K
0.23%
118
2022
Q1
$2.14M
Buy
39,003
+705
+2%
+$35.4K
0.17%
155
2021
Q4
$1.94M
Buy
38,298
+27,298
+248%
+$1.32M
0.14%
192
2021
Q3
$531K
Buy
+11,000
New
+$540K
0.05%
344
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$1.66T AUM
25.57%
1-Year Est. Return
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$761B AUM
31.28%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
BA
Bridgewater Associates
Westport, Connecticut
$22.4B AUM
34.48%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
CCA
Catalyst Capital Advisors
Huntington, New York
$5.37B AUM
18.53%
1-Year Est. Return
MRC
Millburn Ridgefield Corp
New York
$4.65B AUM
15.85%
1-Year Est. Return
CRAM
Compass Rose Asset Management
New York
$307M AUM
2.38%
1-Year Est. Return
Korea Investment Corp
Seoul, South Korea
$48.3B AUM
31.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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