Baldwin Wealth Partners’s iShares MSCI Saudi Arabia ETF KSA Stock Holding History

Baldwin Wealth Partners’s Portfolio KSA Stock Details KSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-11,630	Closed	-$354K	–	548
2019 Q3	$354K	Sell	11,630 -11,370	-49%	-$360K	0.05%	133
2019 Q2	$759K	Buy	23,000 +16,500	+254%	+$555K	0.11%	95
2019 Q1	$216K	Hold	6,500	–	–	0.03%	195
2018 Q4	$188K	Hold	6,500	–	–	0.03%	196
2018 Q3	$194K	Hold	6,500	–	–	0.03%	204
2018 Q2	$204K	Buy	+6,500	New	+$198K	0.03%	195

Other funds holding KSA

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Baldwin Wealth Partners's KSA Position: Q4 2019 in Review

Baldwin Wealth Partners sold out of iShares MSCI Saudi Arabia ETF (KSA) in Q4 2019, closing a stake of 11,630 shares — an estimated $354K sold.

Baldwin Wealth Partners first reported a position in KSA in Q2 2018 and held it in 6 quarters. The position peaked at $759K in Q2 2019. 62 funds tracked by Wall St. Rank hold KSA as of Q4 2019.

Baldwin Wealth Partners reported no remaining iShares MSCI Saudi Arabia ETF position as of Q4 2019 after selling out during the quarter.
Baldwin Wealth Partners sold 11,630 iShares MSCI Saudi Arabia ETF shares in Q4 2019, an estimated $354K.
Baldwin Wealth Partners first reported a position in iShares MSCI Saudi Arabia ETF in Q2 2018 and held it in 6 quarters.
Baldwin Wealth Partners's iShares MSCI Saudi Arabia ETF position peaked at $759K in Q2 2019.
62 funds tracked by Wall St. Rank held iShares MSCI Saudi Arabia ETF as of Q4 2019.

Based on Baldwin Wealth Partners's 13F filing for Q4 2019, filed 29 Jan 2020.