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

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

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

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

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

CRAM

Compass Rose Asset Management New York $3.55B AUM 2.06% 1-Year Est. Return

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

Stratos Wealth Advisors's EWW Position: Q4 2024 in Review

Stratos Wealth Advisors sold out of iShares MSCI Mexico ETF (EWW) in Q4 2024, closing a stake of 72,533 shares — an estimated $3.9M sold.

Stratos Wealth Advisors first reported a position in EWW in Q3 2021 and held it in 10 quarters. The position peaked at $5.75M in Q2 2024. 176 funds tracked by Wall St. Rank hold EWW as of Q4 2024.

Stratos Wealth Advisors reported no remaining iShares MSCI Mexico ETF position as of Q4 2024 after selling out during the quarter.
Stratos Wealth Advisors sold 72,533 iShares MSCI Mexico ETF shares in Q4 2024, an estimated $3.9M.
Stratos Wealth Advisors first reported a position in iShares MSCI Mexico ETF in Q3 2021 and held it in 10 quarters.
Stratos Wealth Advisors's iShares MSCI Mexico ETF position peaked at $5.75M in Q2 2024.
176 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q4 2024.

Based on Stratos Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.