Wellington Management Group
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Wellington Management Group’s iShares MSCI Spain ETF EWP Stock Holding History

Wellington Management Group’s Portfolio EWP Stock Details EWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16,364
Closed -$577K – 1970
2024
Q3 		$577K Buy
+16,364
New +$540K ﹤0.01% 1801
2014
Q1 		– Sell
-111,714
Closed -$4.31M – 2169
2013
Q4 		$4.31M Buy
+111,714
New +$4.14M ﹤0.01% 1507

Other funds holding EWP

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return

Wellington Management Group's EWP Position: Q4 2024 in Review

Wellington Management Group sold out of iShares MSCI Spain ETF (EWP) in Q4 2024, closing a stake of 16,364 shares — an estimated $577K sold.

Wellington Management Group first reported a position in EWP in Q4 2013 and held it in 2 quarters. The position peaked at $4.31M in Q4 2013. 77 funds tracked by Wall St. Rank hold EWP as of Q4 2024.

  • Wellington Management Group reported no remaining iShares MSCI Spain ETF position as of Q4 2024 after selling out during the quarter.
  • Wellington Management Group sold 16,364 iShares MSCI Spain ETF shares in Q4 2024, an estimated $577K.
  • Wellington Management Group first reported a position in iShares MSCI Spain ETF in Q4 2013 and held it in 2 quarters.
  • Wellington Management Group's iShares MSCI Spain ETF position peaked at $4.31M in Q4 2013.
  • 77 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q4 2024.

Based on Wellington Management Group's 13F filing for Q4 2024, filed 12 Feb 2025.