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Whittier Trust’s iShares MSCI Mexico ETF EWW Stock Holding History

Whittier Trust’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
2024
Q4 		– Sell
-75
Closed -$4.03K – 1570
2024
Q3 		$4.03K Buy
+75
New +$4.17K ﹤0.01% 1402
2020
Q3 		– Sell
-50
Closed -$2K – 1442
2020
Q2 		$2K Hold
50
– – ﹤0.01% 1271
2020
Q1 		$1K Hold
50
– – ﹤0.01% 1383
2019
Q4 		$2K Sell
50
-100
-67% -$4.44K ﹤0.01% 1355
2019
Q3 		$6K Buy
+150
New +$6.26K ﹤0.01% 1221

Other funds holding EWW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
CRAM
Compass Rose Asset Management New York $3.55B AUM 2.06% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

Whittier Trust's EWW Position: Q4 2024 in Review

Whittier Trust sold out of iShares MSCI Mexico ETF (EWW) in Q4 2024, closing a stake of 75 shares — an estimated $4.03K sold.

Whittier Trust first reported a position in EWW in Q3 2019 and held it in 5 quarters. The position peaked at $6K in Q3 2019. 176 funds tracked by Wall St. Rank hold EWW as of Q4 2024.

  • Whittier Trust reported no remaining iShares MSCI Mexico ETF position as of Q4 2024 after selling out during the quarter.
  • Whittier Trust sold 75 iShares MSCI Mexico ETF shares in Q4 2024, an estimated $4.03K.
  • Whittier Trust first reported a position in iShares MSCI Mexico ETF in Q3 2019 and held it in 5 quarters.
  • Whittier Trust's iShares MSCI Mexico ETF position peaked at $6K in Q3 2019.
  • 176 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q4 2024.

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