Toth Financial Advisory’s iShares MSCI Mexico ETF EWW Stock Holding History

Toth Financial Advisory’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
2023 Q3	–	Sell	-25	Closed	-$1.55K	–	791
2023 Q2	$1.55K	Hold	25	–	–	﹤0.01%	675
2023 Q1	$1.49K	Hold	25	–	–	﹤0.01%	704
2022 Q4	$1.24K	Buy	+25	New	+$1.26K	﹤0.01%	650
2015 Q1	–	Sell	-4,379	Closed	-$260K	–	119
2014 Q4	$260K	Sell	4,379 -905	-17%	-$58.2K	0.09%	106
2014 Q3	$363K	Buy	+5,284	New	+$371K	0.14%	97
2014 Q1	–	Sell	-3,334	Closed	-$227K	–	112
2013 Q4	$227K	Sell	3,334 -2,432	-42%	-$160K	0.1%	99
2013 Q3	$368K	Sell	5,766 -2,824	-33%	-$186K	0.17%	87
2013 Q2	$560K	Buy	+8,590	New	+$597K	0.28%	72

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Toth Financial Advisory's EWW Position: Q3 2023 in Review

Toth Financial Advisory sold out of iShares MSCI Mexico ETF (EWW) in Q3 2023, closing a stake of 25 shares — an estimated $1.55K sold.

Toth Financial Advisory first reported a position in EWW in Q2 2013 and held it in 8 quarters. The position peaked at $560K in Q2 2013. 228 funds tracked by Wall St. Rank hold EWW as of Q3 2023.

Toth Financial Advisory reported no remaining iShares MSCI Mexico ETF position as of Q3 2023 after selling out during the quarter.
Toth Financial Advisory sold 25 iShares MSCI Mexico ETF shares in Q3 2023, an estimated $1.55K.
Toth Financial Advisory first reported a position in iShares MSCI Mexico ETF in Q2 2013 and held it in 8 quarters.
Toth Financial Advisory's iShares MSCI Mexico ETF position peaked at $560K in Q2 2013.
228 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q3 2023.

Based on Toth Financial Advisory's 13F filing for Q3 2023, filed 12 Oct 2023.