Bartlett & Co Wealth Management’s iShares MSCI Singapore ETF EWS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-293	Closed	-$5.18K	–	1213
2022 Q2	$5.18K	Buy	293 +231	+373%	+$4.4K	﹤0.01%	1005
2022 Q1	$1.29K	Buy	+62	New	+$1.3K	﹤0.01%	1015
2021 Q4	–	Sell	-62	Closed	-$1.41K	–	549
2021 Q3	$1.41K	Hold	62	–	–	﹤0.01%	899
2021 Q2	$1.44K	Hold	62	–	–	﹤0.01%	904
2021 Q1	$1.45K	Hold	62	–	–	﹤0.01%	927
2020 Q4	$1.33K	Hold	62	–	–	﹤0.01%	992
2020 Q3	$1.16K	Hold	62	–	–	﹤0.01%	805
2020 Q2	$1.16K	Hold	62	–	–	﹤0.01%	810
2020 Q1	$1.08K	Hold	62	–	–	﹤0.01%	801
2019 Q4	$1.5K	Hold	62	–	–	﹤0.01%	820
2019 Q3	$1.44K	Hold	62	–	–	﹤0.01%	835
2019 Q2	$1.53K	Hold	62	–	–	﹤0.01%	688
2019 Q1	$1.47K	Hold	62	–	–	﹤0.01%	664
2018 Q4	$1.37K	Hold	62	–	–	﹤0.01%	655
2018 Q3	$1.5K	Hold	62	–	–	﹤0.01%	668
2018 Q2	$1.49K	Hold	62	–	–	﹤0.01%	672
2018 Q1	$1.65K	Buy	+62	New	+$1.67K	﹤0.01%	698

Other funds holding EWS

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return

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

Bartlett & Co Wealth Management sold out of iShares MSCI Singapore ETF (EWS) in Q3 2022, closing a stake of 293 shares — an estimated $5.18K sold.

Bartlett & Co Wealth Management first reported a position in EWS in Q1 2018 and held it in 17 quarters. The position peaked at $5.18K in Q2 2022. 91 funds tracked by Wall St. Rank hold EWS as of Q3 2022.

Bartlett & Co Wealth Management reported no remaining iShares MSCI Singapore ETF position as of Q3 2022 after selling out during the quarter.
Bartlett & Co Wealth Management sold 293 iShares MSCI Singapore ETF shares in Q3 2022, an estimated $5.18K.
Bartlett & Co Wealth Management first reported a position in iShares MSCI Singapore ETF in Q1 2018 and held it in 17 quarters.
Bartlett & Co Wealth Management's iShares MSCI Singapore ETF position peaked at $5.18K in Q2 2022.
91 funds tracked by Wall St. Rank held iShares MSCI Singapore ETF as of Q3 2022.

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