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Worth Asset Management’s iShares MSCI Mexico ETF EWW Stock Holding History

Worth Asset Management’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
2023
Q2 		– Sell
-475
Closed -$28.3K – 478
2023
Q1 		$28.3K Buy
+475
New +$27K 0.02% 231

Other funds holding EWW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Worth Asset Management's EWW Position: Q2 2023 in Review

Worth Asset Management sold out of iShares MSCI Mexico ETF (EWW) in Q2 2023, closing a stake of 475 shares — an estimated $28.3K sold.

Worth Asset Management first reported a position in EWW in Q1 2023 and held it in 1 quarter. The position peaked at $28.3K in Q1 2023. 235 funds tracked by Wall St. Rank hold EWW as of Q2 2023.

  • Worth Asset Management reported no remaining iShares MSCI Mexico ETF position as of Q2 2023 after selling out during the quarter.
  • Worth Asset Management sold 475 iShares MSCI Mexico ETF shares in Q2 2023, an estimated $28.3K.
  • Worth Asset Management first reported a position in iShares MSCI Mexico ETF in Q1 2023 and held it in 1 quarter.
  • Worth Asset Management's iShares MSCI Mexico ETF position peaked at $28.3K in Q1 2023.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q2 2023.

Based on Worth Asset Management's 13F filing for Q2 2023, filed 11 Jul 2023.