United Asset Strategies’s iShares MSCI Mexico ETF EWW Stock Holding History

United Asset Strategies’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
2022 Q3	–	Sell	-170,867	Closed	-$7.96M	–	216
2022 Q2	$7.96M	Buy	+170,867	New	+$8.56M	1.16%	36
2021 Q3	–	Sell	-147,639	Closed	-$7.08M	–	215
2021 Q2	$7.08M	Sell	147,639 -95,764	-39%	-$4.52M	0.94%	40
2021 Q1	$10.7M	Buy	+243,403	New	+$10.5M	1.55%	20
2020 Q4	–	Sell	-96,954	Closed	-$3.23M	–	206
2020 Q3	$3.23M	Sell	96,954 -24	-0%	-$793	0.59%	54
2020 Q2	$3.09M	Buy	+96,978	New	+$2.95M	0.61%	50

Other funds holding EWW

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

United Asset Strategies's EWW Position: Q3 2022 in Review

United Asset Strategies sold out of iShares MSCI Mexico ETF (EWW) in Q3 2022, closing a stake of 170,867 shares — an estimated $7.96M sold.

United Asset Strategies first reported a position in EWW in Q2 2020 and held it in 5 quarters. The position peaked at $10.7M in Q1 2021. 146 funds tracked by Wall St. Rank hold EWW as of Q3 2022.

United Asset Strategies reported no remaining iShares MSCI Mexico ETF position as of Q3 2022 after selling out during the quarter.
United Asset Strategies sold 170,867 iShares MSCI Mexico ETF shares in Q3 2022, an estimated $7.96M.
United Asset Strategies first reported a position in iShares MSCI Mexico ETF in Q2 2020 and held it in 5 quarters.
United Asset Strategies's iShares MSCI Mexico ETF position peaked at $10.7M in Q1 2021.
146 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q3 2022.

Based on United Asset Strategies's 13F filing for Q3 2022, filed 24 Oct 2022.