Caldwell Trust’s iShares MSCI Singapore ETF EWS Stock Holding History

Caldwell Trust’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
2023 Q3	–	Sell	-25	Closed	-$463	–	728
2023 Q2	$463	Buy	+25	New	+$485	﹤0.01%	747

Other funds holding EWS

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

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

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

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

CCA

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

Caldwell Trust's EWS Position: Q3 2023 in Review

Caldwell Trust sold out of iShares MSCI Singapore ETF (EWS) in Q3 2023, closing a stake of 25 shares — an estimated $463 sold.

Caldwell Trust first reported a position in EWS in Q2 2023 and held it in 1 quarter. The position peaked at $463 in Q2 2023. 94 funds tracked by Wall St. Rank hold EWS as of Q3 2023.

Caldwell Trust reported no remaining iShares MSCI Singapore ETF position as of Q3 2023 after selling out during the quarter.
Caldwell Trust sold 25 iShares MSCI Singapore ETF shares in Q3 2023, an estimated $463.
Caldwell Trust first reported a position in iShares MSCI Singapore ETF in Q2 2023 and held it in 1 quarter.
Caldwell Trust's iShares MSCI Singapore ETF position peaked at $463 in Q2 2023.
94 funds tracked by Wall St. Rank held iShares MSCI Singapore ETF as of Q3 2023.

Based on Caldwell Trust's 13F filing for Q3 2023, filed 1 Oct 2025.