Tradition Wealth Management’s iShares MSCI Italy ETF EWI Stock Holding History

Tradition Wealth Management’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
2023 Q4	–	Sell	-324	Closed	-$10K	–	1296
2023 Q3	$10K	Hold	324	–	–	﹤0.01%	1007
2023 Q2	$10K	Buy	324 +7	+2%	+$218	﹤0.01%	1035
2023 Q1	$10K	Hold	317	–	–	﹤0.01%	997
2022 Q4	$9K	Buy	317 +5	+2%	+$127	﹤0.01%	929
2022 Q3	$7K	Hold	312	–	–	﹤0.01%	1002
2022 Q2	$8K	Buy	312 +10	+3%	+$274	﹤0.01%	869
2022 Q1	$9K	Hold	302	–	–	﹤0.01%	918
2021 Q4	$10K	Buy	302 +4	+1%	+$131	﹤0.01%	919
2021 Q3	$9K	Hold	298	–	–	﹤0.01%	927
2021 Q2	$10K	Buy	+298	New	+$9.75K	﹤0.01%	945

Other funds holding EWI

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Tradition Wealth Management's EWI Position: Q4 2023 in Review

Tradition Wealth Management sold out of iShares MSCI Italy ETF (EWI) in Q4 2023, closing a stake of 324 shares — an estimated $10K sold.

Tradition Wealth Management first reported a position in EWI in Q2 2021 and held it in 10 quarters. The position peaked at $10K in Q3 2023. 75 funds tracked by Wall St. Rank hold EWI as of Q4 2023.

Tradition Wealth Management reported no remaining iShares MSCI Italy ETF position as of Q4 2023 after selling out during the quarter.
Tradition Wealth Management sold 324 iShares MSCI Italy ETF shares in Q4 2023, an estimated $10K.
Tradition Wealth Management first reported a position in iShares MSCI Italy ETF in Q2 2021 and held it in 10 quarters.
Tradition Wealth Management's iShares MSCI Italy ETF position peaked at $10K in Q3 2023.
75 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.