AWM
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Ameliora Wealth Management’s iShares MSCI Indonesia ETF EIDO Stock Holding History

Ameliora Wealth Management’s Portfolio EIDO Stock Details EIDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,510
Closed -$33.6K – 193
2023
Q3 		$33.6K Buy
1,510
+10
+0.7% +$231 0.02% 142
2023
Q2 		$34.6K Buy
+1,500
New +$35.5K 0.02% 135
2023
Q1 		– Sell
-1,000
Closed -$224 – 230
2022
Q4 		$224 Buy
+1,000
New +$23.2K ﹤0.01% 228

Other funds holding EIDO

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LK
Lumbard & Kellner Hollis, New Hampshire $289M AUM 59.5% 1-Year Est. Return
NC
NBW Capital Boston, Massachusetts $464M AUM 21.25% 1-Year Est. Return

Ameliora Wealth Management's EIDO Position: Q4 2023 in Review

Ameliora Wealth Management sold out of iShares MSCI Indonesia ETF (EIDO) in Q4 2023, closing a stake of 1,510 shares — an estimated $33.6K sold.

Ameliora Wealth Management first reported a position in EIDO in Q4 2022 and held it in 3 quarters. The position peaked at $34.6K in Q2 2023. 92 funds tracked by Wall St. Rank hold EIDO as of Q4 2023.

  • Ameliora Wealth Management reported no remaining iShares MSCI Indonesia ETF position as of Q4 2023 after selling out during the quarter.
  • Ameliora Wealth Management sold 1,510 iShares MSCI Indonesia ETF shares in Q4 2023, an estimated $33.6K.
  • Ameliora Wealth Management first reported a position in iShares MSCI Indonesia ETF in Q4 2022 and held it in 3 quarters.
  • Ameliora Wealth Management's iShares MSCI Indonesia ETF position peaked at $34.6K in Q2 2023.
  • 92 funds tracked by Wall St. Rank held iShares MSCI Indonesia ETF as of Q4 2023.

Based on Ameliora Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.