Tidemark’s iShares MSCI Italy ETF EWI Stock Holding History

Tidemark’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 Q2	–	Sell	-71	Closed	-$2.68K	–	657
2024 Q1	$2.68K	Hold	71	–	–	﹤0.01%	580
2023 Q4	$2.41K	Buy	+71	New	+$2.25K	﹤0.01%	586

Other funds holding EWI

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

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

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

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

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Tidemark's EWI Position: Q2 2024 in Review

Tidemark sold out of iShares MSCI Italy ETF (EWI) in Q2 2024, closing a stake of 71 shares — an estimated $2.68K sold.

Tidemark first reported a position in EWI in Q4 2023 and held it in 2 quarters. The position peaked at $2.68K in Q1 2024. 92 funds tracked by Wall St. Rank hold EWI as of Q2 2024.

Tidemark reported no remaining iShares MSCI Italy ETF position as of Q2 2024 after selling out during the quarter.
Tidemark sold 71 iShares MSCI Italy ETF shares in Q2 2024, an estimated $2.68K.
Tidemark first reported a position in iShares MSCI Italy ETF in Q4 2023 and held it in 2 quarters.
Tidemark's iShares MSCI Italy ETF position peaked at $2.68K in Q1 2024.
92 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q2 2024.

Based on Tidemark's 13F filing for Q2 2024, filed 12 Aug 2024.