Vontobel Swiss Wealth Advisors’s iShares MSCI Mexico ETF EWW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-4,625
Closed -$201K 118
2019
Q1
$201K Sell
4,625
-4,135
-47% -$182K 0.22% 56
2018
Q4
$345K Sell
8,760
-76,355
-90% -$3.32M 0.26% 51
2018
Q3
$4.21M Sell
85,115
-4,516
-5% -$229K 2.46% 15
2018
Q2
$4.22M Buy
89,631
+6,550
+8% +$316K 2.4% 15
2018
Q1
$4.28M Buy
+83,081
New +$4.26M 2.26% 16
2015
Q1
Sell
-700
Closed -$42K 61
2014
Q4
$42K Buy
+700
New +$45K 0.03% 56

Other funds holding EWW

Vontobel Swiss Wealth Advisors's EWW Position: Q2 2019 in Review

Vontobel Swiss Wealth Advisors sold out of iShares MSCI Mexico ETF (EWW) in Q2 2019, closing a stake of 4,625 shares — an estimated $201K sold.

Vontobel Swiss Wealth Advisors first reported a position in EWW in Q4 2014 and held it in 6 quarters. The position peaked at $4.28M in Q1 2018. 146 funds tracked by Wall St. Rank hold EWW as of Q2 2019.

  • Vontobel Swiss Wealth Advisors reported no remaining iShares MSCI Mexico ETF position as of Q2 2019 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 4,625 iShares MSCI Mexico ETF shares in Q2 2019, an estimated $201K.
  • Vontobel Swiss Wealth Advisors first reported a position in iShares MSCI Mexico ETF in Q4 2014 and held it in 6 quarters.
  • Vontobel Swiss Wealth Advisors's iShares MSCI Mexico ETF position peaked at $4.28M in Q1 2018.
  • 146 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q2 2019.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.