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Wealthspire Advisors (Maryland)’s iShares MSCI Mexico ETF EWW Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q3 		– Sell
-253
Closed -$14K – 2309
2017
Q2 		$14K Buy
253
+3
+1% +$157 ﹤0.01% 1391
2017
Q1 		$13K Buy
+250
New +$11.6K ﹤0.01% 1235

Other funds holding EWW

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
NIMI
Natixis Investment Managers International Paris, France $1.29B AUM 24.83% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EWW Position: Q3 2017 in Review

Wealthspire Advisors (Maryland) sold out of iShares MSCI Mexico ETF (EWW) in Q3 2017, closing a stake of 253 shares — an estimated $14K sold.

Wealthspire Advisors (Maryland) first reported a position in EWW in Q1 2017 and held it in 2 quarters. The position peaked at $14K in Q2 2017. 154 funds tracked by Wall St. Rank hold EWW as of Q3 2017.

  • Wealthspire Advisors (Maryland) reported no remaining iShares MSCI Mexico ETF position as of Q3 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 253 iShares MSCI Mexico ETF shares in Q3 2017, an estimated $14K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares MSCI Mexico ETF in Q1 2017 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s iShares MSCI Mexico ETF position peaked at $14K in Q2 2017.
  • 154 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q3 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2017, filed 8 Nov 2017.