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WFG Advisors’s iShares MSCI Mexico ETF EWW Stock Holding History

WFG Advisors’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
2015
Q4 		– Sell
-100
Closed -$5K – 1597
2015
Q3 		$5K Hold
100
– – ﹤0.01% 1255
2015
Q2 		$6K Hold
100
– – ﹤0.01% 1301
2015
Q1 		$6K Sell
100
-595
-86% -$34.7K ﹤0.01% 1310
2014
Q4 		$41K Hold
695
– – 0.01% 953
2014
Q3 		$48K Hold
695
– – 0.01% 935
2014
Q2 		$47K Sell
695
-375
-35% -$24.7K 0.01% 935
2014
Q1 		$68K Sell
1,070
-877
-45% -$55K 0.01% 777
2013
Q4 		$132K Buy
1,947
+101
+5% +$6.64K 0.02% 642
2013
Q3 		$118K Buy
1,846
+234
+15% +$15.4K 0.02% 652
2013
Q2 		$105K Buy
+1,612
New +$112K 0.02% 651

Other funds holding EWW

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

WFG Advisors's EWW Position: Q4 2015 in Review

WFG Advisors sold out of iShares MSCI Mexico ETF (EWW) in Q4 2015, closing a stake of 100 shares — an estimated $5K sold.

WFG Advisors first reported a position in EWW in Q2 2013 and held it in 10 quarters. The position peaked at $132K in Q4 2013. 131 funds tracked by Wall St. Rank hold EWW as of Q4 2015.

  • WFG Advisors reported no remaining iShares MSCI Mexico ETF position as of Q4 2015 after selling out during the quarter.
  • WFG Advisors sold 100 iShares MSCI Mexico ETF shares in Q4 2015, an estimated $5K.
  • WFG Advisors first reported a position in iShares MSCI Mexico ETF in Q2 2013 and held it in 10 quarters.
  • WFG Advisors's iShares MSCI Mexico ETF position peaked at $132K in Q4 2013.
  • 131 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q4 2015.

Based on WFG Advisors's 13F filing for Q4 2015, filed 9 Feb 2016.