Wealthstreet Investment 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
-5,150
Closed -$224K – 345
2019
Q1
$224K Sell
5,150
-220
-4% -$9.66K 0.03% 315
2018
Q4
$240K Sell
5,370
-6,000
-53% -$261K 0.03% 294
2018
Q3
$582K Hold
11,370
– – 0.07% 223
2018
Q2
$536K Buy
11,370
+3,800
+50% +$183K 0.07% 230
2018
Q1
$390K Buy
7,570
+200
+3% +$10.3K 0.05% 256
2017
Q4
$363K Buy
+7,370
New +$374K 0.04% 264

Other funds holding EWW

Wealthstreet Investment Advisors's EWW Position: Q2 2019 in Review

Wealthstreet Investment Advisors sold out of iShares MSCI Mexico ETF (EWW) in Q2 2019, closing a stake of 5,150 shares — an estimated $224K sold.

Wealthstreet Investment Advisors first reported a position in EWW in Q4 2017 and held it in 6 quarters. The position peaked at $582K in Q3 2018. 145 funds tracked by Wall St. Rank hold EWW as of Q2 2019.

  • Wealthstreet Investment Advisors reported no remaining iShares MSCI Mexico ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 5,150 iShares MSCI Mexico ETF shares in Q2 2019, an estimated $224K.
  • Wealthstreet Investment Advisors first reported a position in iShares MSCI Mexico ETF in Q4 2017 and held it in 6 quarters.
  • Wealthstreet Investment Advisors's iShares MSCI Mexico ETF position peaked at $582K in Q3 2018.
  • 145 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q2 2019.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2019, filed 16 Jul 2019.