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Venturi Wealth Management’s iShares MSCI Mexico ETF EWW Stock Holding History

Venturi Wealth Management’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
2024
Q1 		– Sell
-30
Closed -$2.04K – 1388
2023
Q4 		$2.04K Buy
+30
New +$1.81K ﹤0.01% 1220

Other funds holding EWW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Venturi Wealth Management's EWW Position: Q1 2024 in Review

Venturi Wealth Management sold out of iShares MSCI Mexico ETF (EWW) in Q1 2024, closing a stake of 30 shares — an estimated $2.04K sold.

Venturi Wealth Management first reported a position in EWW in Q4 2023 and held it in 1 quarter. The position peaked at $2.04K in Q4 2023. 254 funds tracked by Wall St. Rank hold EWW as of Q1 2024.

  • Venturi Wealth Management reported no remaining iShares MSCI Mexico ETF position as of Q1 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 30 iShares MSCI Mexico ETF shares in Q1 2024, an estimated $2.04K.
  • Venturi Wealth Management first reported a position in iShares MSCI Mexico ETF in Q4 2023 and held it in 1 quarter.
  • Venturi Wealth Management's iShares MSCI Mexico ETF position peaked at $2.04K in Q4 2023.
  • 254 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q1 2024.

Based on Venturi Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.