Bartlett & Co Wealth Management’s iShares MSCI Malaysia ETF EWM Stock Holding History

Bartlett & Co Wealth Management’s Portfolio EWM Stock Details EWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-291	Closed	-$6.39K	–	1212
2022 Q2	$6.39K	Buy	291 +266	+1,064%	+$6.38K	﹤0.01%	969
2022 Q1	$640	Buy	+25	New	+$628	﹤0.01%	1037
2021 Q4	–	Sell	-25	Closed	-$634	–	548
2021 Q3	$634	Hold	25	–	–	﹤0.01%	925
2021 Q2	$639	Hold	25	–	–	﹤0.01%	1005
2021 Q1	$678	Hold	25	–	–	﹤0.01%	1027
2020 Q4	$720	Hold	25	–	–	﹤0.01%	1102
2020 Q3	$655	Hold	25	–	–	﹤0.01%	821
2020 Q2	$630	Hold	25	–	–	﹤0.01%	825
2020 Q1	$580	Hold	25	–	–	﹤0.01%	816
2019 Q4	$713	Hold	25	–	–	﹤0.01%	836
2019 Q3	$696	Hold	25	–	–	﹤0.01%	850
2019 Q2	$743	Hold	25	–	–	﹤0.01%	711
2019 Q1	$749	Hold	25	–	–	﹤0.01%	695
2018 Q4	$744	Hold	25	–	–	﹤0.01%	666
2018 Q3	$809	Hold	25	–	–	﹤0.01%	679
2018 Q2	$780	Hold	25	–	–	﹤0.01%	680
2018 Q1	$904	Buy	+25	New	+$876	﹤0.01%	717

Other funds holding EWM

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Bartlett & Co Wealth Management's EWM Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of iShares MSCI Malaysia ETF (EWM) in Q3 2022, closing a stake of 291 shares — an estimated $6.39K sold.

Bartlett & Co Wealth Management first reported a position in EWM in Q1 2018 and held it in 17 quarters. The position peaked at $6.39K in Q2 2022. 57 funds tracked by Wall St. Rank hold EWM as of Q3 2022.

Bartlett & Co Wealth Management reported no remaining iShares MSCI Malaysia ETF position as of Q3 2022 after selling out during the quarter.
Bartlett & Co Wealth Management sold 291 iShares MSCI Malaysia ETF shares in Q3 2022, an estimated $6.39K.
Bartlett & Co Wealth Management first reported a position in iShares MSCI Malaysia ETF in Q1 2018 and held it in 17 quarters.
Bartlett & Co Wealth Management's iShares MSCI Malaysia ETF position peaked at $6.39K in Q2 2022.
57 funds tracked by Wall St. Rank held iShares MSCI Malaysia ETF as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.