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WealthPLAN Partners’s iShares MSCI Mexico ETF EWW Stock Holding History

WealthPLAN Partners’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
2016
Q3 		– Sell
-220
Closed -$11 – 997
2016
Q2 		$11 Buy
+220
New +$11.2K ﹤0.01% 2525
2015
Q4 		$28 Buy
+556
New +$29.6K ﹤0.01% 1703

Other funds holding EWW

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's EWW Position: Q3 2016 in Review

WealthPLAN Partners sold out of iShares MSCI Mexico ETF (EWW) in Q3 2016, closing a stake of 220 shares — an estimated $11 sold.

WealthPLAN Partners first reported a position in EWW in Q4 2015 and held it in 2 quarters. The position peaked at $28 in Q4 2015. 152 funds tracked by Wall St. Rank hold EWW as of Q3 2016.

  • WealthPLAN Partners reported no remaining iShares MSCI Mexico ETF position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 220 iShares MSCI Mexico ETF shares in Q3 2016, an estimated $11.
  • WealthPLAN Partners first reported a position in iShares MSCI Mexico ETF in Q4 2015 and held it in 2 quarters.
  • WealthPLAN Partners's iShares MSCI Mexico ETF position peaked at $28 in Q4 2015.
  • 152 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.