Summit Financial’s iShares MSCI Mexico ETF EWW Stock Holding History

Summit Financial’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	-11,890	Closed	-$639K	–	645
2024 Q3	$639K	Sell	11,890 -133	-1%	-$7.39K	0.03%	334
2024 Q2	$681K	Sell	12,023 -85	-0.7%	-$5.46K	0.03%	278
2024 Q1	$839K	Buy	12,108 +846	+8%	+$56.3K	0.05%	208
2023 Q4	$764K	Buy	11,262 +1,095	+11%	+$66.1K	0.05%	204
2023 Q3	$592K	Buy	+10,167	New	+$630K	0.04%	222

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

Summit Financial's EWW Position: Q4 2024 in Review

Summit Financial sold out of iShares MSCI Mexico ETF (EWW) in Q4 2024, closing a stake of 11,890 shares — an estimated $639K sold.

Summit Financial first reported a position in EWW in Q3 2023 and held it in 5 quarters. The position peaked at $839K in Q1 2024. 176 funds tracked by Wall St. Rank hold EWW as of Q4 2024.

Summit Financial reported no remaining iShares MSCI Mexico ETF position as of Q4 2024 after selling out during the quarter.
Summit Financial sold 11,890 iShares MSCI Mexico ETF shares in Q4 2024, an estimated $639K.
Summit Financial first reported a position in iShares MSCI Mexico ETF in Q3 2023 and held it in 5 quarters.
Summit Financial's iShares MSCI Mexico ETF position peaked at $839K in Q1 2024.
176 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q4 2024.

Based on Summit Financial's 13F filing for Q4 2024, filed 12 Feb 2025.