WHG
EWI icon

Westwood Holdings Group’s iShares MSCI Italy ETF EWI Stock Holding History

Westwood Holdings Group’s Portfolio EWI Stock Details EWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-41,815
Closed -$1.48M – 311
2014
Q1 		$1.48M Buy
+41,815
New +$1.37M 0.01% 268
2013
Q4 		– Sell
-75,369
Closed -$2.13M – 315
2013
Q3 		$2.13M Buy
75,369
+2,119
+3% +$56.2K 0.02% 269
2013
Q2 		$1.73M Buy
+73,250
New +$1.88M 0.02% 277

Other funds holding EWI

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Westwood Holdings Group's EWI Position: Q2 2014 in Review

Westwood Holdings Group sold out of iShares MSCI Italy ETF (EWI) in Q2 2014, closing a stake of 41,815 shares — an estimated $1.48M sold.

Westwood Holdings Group first reported a position in EWI in Q2 2013 and held it in 3 quarters. The position peaked at $2.13M in Q3 2013. 116 funds tracked by Wall St. Rank hold EWI as of Q2 2014.

  • Westwood Holdings Group reported no remaining iShares MSCI Italy ETF position as of Q2 2014 after selling out during the quarter.
  • Westwood Holdings Group sold 41,815 iShares MSCI Italy ETF shares in Q2 2014, an estimated $1.48M.
  • Westwood Holdings Group first reported a position in iShares MSCI Italy ETF in Q2 2013 and held it in 3 quarters.
  • Westwood Holdings Group's iShares MSCI Italy ETF position peaked at $2.13M in Q3 2013.
  • 116 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q2 2014.

Based on Westwood Holdings Group's 13F filing for Q2 2014, filed 14 Aug 2014.