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Summit Trail Advisors’s iShares MSCI Mexico ETF EWW Stock Holding History

Summit Trail 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
2018
Q1 		– Sell
-700
Closed -$38K – 826
2017
Q4 		$38K Buy
+700
New +$35.6K ﹤0.01% 892

Other funds holding EWW

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $73.4M AUM 4.78% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Summit Trail Advisors's EWW Position: Q1 2018 in Review

Summit Trail Advisors sold out of iShares MSCI Mexico ETF (EWW) in Q1 2018, closing a stake of 700 shares — an estimated $38K sold.

Summit Trail Advisors first reported a position in EWW in Q4 2017 and held it in 1 quarter. The position peaked at $38K in Q4 2017. 154 funds tracked by Wall St. Rank hold EWW as of Q1 2018.

  • Summit Trail Advisors reported no remaining iShares MSCI Mexico ETF position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 700 iShares MSCI Mexico ETF shares in Q1 2018, an estimated $38K.
  • Summit Trail Advisors first reported a position in iShares MSCI Mexico ETF in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's iShares MSCI Mexico ETF position peaked at $38K in Q4 2017.
  • 154 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.