The Family Firm’s iShares MSCI Italy ETF EWI Stock Holding History

The Family Firm’s Portfolio EWI Stock Details EWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,451	Closed	-$160K	–	412
2024 Q2	$160K	Buy	+4,451	New	+$166K	0.04%	229

Other funds holding EWI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

The Family Firm's EWI Position: Q3 2024 in Review

The Family Firm sold out of iShares MSCI Italy ETF (EWI) in Q3 2024, closing a stake of 4,451 shares — an estimated $160K sold.

The Family Firm first reported a position in EWI in Q2 2024 and held it in 1 quarter. The position peaked at $160K in Q2 2024. 95 funds tracked by Wall St. Rank hold EWI as of Q3 2024.

The Family Firm reported no remaining iShares MSCI Italy ETF position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 4,451 iShares MSCI Italy ETF shares in Q3 2024, an estimated $160K.
The Family Firm first reported a position in iShares MSCI Italy ETF in Q2 2024 and held it in 1 quarter.
The Family Firm's iShares MSCI Italy ETF position peaked at $160K in Q2 2024.
95 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.