Whittier Trust’s iShares MSCI Italy ETF EWI Stock Holding History

Whittier Trust’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
2024 Q4	–	Sell	-228	Closed	-$8.88K	–	1567
2024 Q3	$8.88K	Buy	+228	New	+$8.55K	﹤0.01%	1281

Other funds holding EWI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return

Whittier Trust's EWI Position: Q4 2024 in Review

Whittier Trust sold out of iShares MSCI Italy ETF (EWI) in Q4 2024, closing a stake of 228 shares — an estimated $8.88K sold.

Whittier Trust first reported a position in EWI in Q3 2024 and held it in 1 quarter. The position peaked at $8.88K in Q3 2024. 95 funds tracked by Wall St. Rank hold EWI as of Q4 2024.

Whittier Trust reported no remaining iShares MSCI Italy ETF position as of Q4 2024 after selling out during the quarter.
Whittier Trust sold 228 iShares MSCI Italy ETF shares in Q4 2024, an estimated $8.88K.
Whittier Trust first reported a position in iShares MSCI Italy ETF in Q3 2024 and held it in 1 quarter.
Whittier Trust's iShares MSCI Italy ETF position peaked at $8.88K in Q3 2024.
95 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q4 2024.

Based on Whittier Trust's 13F filing for Q4 2024, filed 11 Feb 2025.