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Zimmermann Investment Management & Planning’s iShares MSCI Mexico ETF EWW Stock Holding History

Zimmermann Investment Management & Planning’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
Q3 		– Sell
-16,885
Closed -$956K – 148
2024
Q2 		$956K Sell
16,885
-24
-0.1% -$1.54K 0.32% 56
2024
Q1 		$1.17M Buy
16,909
+13,635
+416% +$907K 0.42% 56
2023
Q4 		$222K Buy
+3,274
New +$198K 0.09% 114

Other funds holding EWW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

Zimmermann Investment Management & Planning's EWW Position: Q3 2024 in Review

Zimmermann Investment Management & Planning sold out of iShares MSCI Mexico ETF (EWW) in Q3 2024, closing a stake of 16,885 shares — an estimated $956K sold.

Zimmermann Investment Management & Planning first reported a position in EWW in Q4 2023 and held it in 3 quarters. The position peaked at $1.17M in Q1 2024. 198 funds tracked by Wall St. Rank hold EWW as of Q3 2024.

  • Zimmermann Investment Management & Planning reported no remaining iShares MSCI Mexico ETF position as of Q3 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 16,885 iShares MSCI Mexico ETF shares in Q3 2024, an estimated $956K.
  • Zimmermann Investment Management & Planning first reported a position in iShares MSCI Mexico ETF in Q4 2023 and held it in 3 quarters.
  • Zimmermann Investment Management & Planning's iShares MSCI Mexico ETF position peaked at $1.17M in Q1 2024.
  • 198 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q3 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2024, filed 24 Oct 2024.