WESPAC Advisors SoCal’s iShares MSCI Mexico ETF EWW Stock Holding History

WESPAC Advisors SoCal’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 Q4	–	Sell	-5,045	Closed	-$275K	–	262
2017 Q3	$275K	Hold	5,045	–	–	0.16%	72
2017 Q2	$272K	Sell	5,045 -375	-7%	-$19.6K	0.17%	67
2017 Q1	$277K	Buy	5,420 +1,725	+47%	+$80K	0.17%	66
2016 Q4	$162K	Buy	+3,695	New	+$174K	0.11%	90

Other funds holding EWW

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NIMI

Natixis Investment Managers International Paris, France $1.29B AUM 24.83% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

WESPAC Advisors SoCal's EWW Position: Q4 2017 in Review

WESPAC Advisors SoCal sold out of iShares MSCI Mexico ETF (EWW) in Q4 2017, closing a stake of 5,045 shares — an estimated $275K sold.

WESPAC Advisors SoCal first reported a position in EWW in Q4 2016 and held it in 4 quarters. The position peaked at $277K in Q1 2017. 164 funds tracked by Wall St. Rank hold EWW as of Q4 2017.

WESPAC Advisors SoCal reported no remaining iShares MSCI Mexico ETF position as of Q4 2017 after selling out during the quarter.
WESPAC Advisors SoCal sold 5,045 iShares MSCI Mexico ETF shares in Q4 2017, an estimated $275K.
WESPAC Advisors SoCal first reported a position in iShares MSCI Mexico ETF in Q4 2016 and held it in 4 quarters.
WESPAC Advisors SoCal's iShares MSCI Mexico ETF position peaked at $277K in Q1 2017.
164 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q4 2017.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2017, filed 13 Feb 2018.