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Edmond de Rothschild Holding’s iShares MSCI Malaysia ETF EWM Stock Holding History

Edmond de Rothschild Holding’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
2020
Q4 		– Sell
-2,000
Closed -$52K – 652
2020
Q3 		$52K Sell
2,000
-600
-23% -$16.1K ﹤0.01% 511
2020
Q2 		$66K Hold
2,600
– – ﹤0.01% 478
2020
Q1 		$60K Hold
2,600
– – ﹤0.01% 435
2019
Q4 		$74K Hold
2,600
– – ﹤0.01% 447
2019
Q3 		$72K Hold
2,600
– – ﹤0.01% 442
2019
Q2 		$77K Hold
2,600
– – ﹤0.01% 437
2019
Q1 		$78K Hold
2,600
– – ﹤0.01% 451
2018
Q4 		$77K Hold
2,600
– – ﹤0.01% 489
2018
Q3 		$84K Sell
2,600
-2,390
-48% -$77.1K ﹤0.01% 555
2018
Q2 		$155K Sell
4,990
-1,020
-17% -$34.7K ﹤0.01% 509
2018
Q1 		$215K Hold
6,010
– – 0.01% 464
2017
Q4 		$197K Buy
6,010
+800
+15% +$25.9K 0.01% 498
2017
Q3 		$168K Buy
5,210
+4,400
+543% +$141K ﹤0.01% 531
2017
Q2 		$26K Buy
+810
New +$25.8K ﹤0.01% 713
2017
Q1 		– Sell
-2,110
Closed -$59K – 834
2016
Q4 		$59K Sell
2,110
-1,165
-36% -$35.5K ﹤0.01% 630
2016
Q3 		$107K Buy
3,275
+1,150
+54% +$37.9K ﹤0.01% 579
2016
Q2 		$70K Sell
2,125
-600
-22% -$20K ﹤0.01% 600
2016
Q1 		$97K Hold
2,725
– – ﹤0.01% 557
2015
Q4 		$84K Hold
2,725
– – ﹤0.01% 565
2015
Q3 		$105K Sell
2,725
-330
-11% -$14.4K ﹤0.01% 541
2015
Q2 		$146K Buy
+3,055
New +$161K ﹤0.01% 522

Other funds holding EWM

State of Tennessee, Department of Treasury
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ED
Exane Derivatives Paris, France $174M AUM 7.84% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Edmond de Rothschild Holding's EWM Position: Q4 2020 in Review

Edmond de Rothschild Holding sold out of iShares MSCI Malaysia ETF (EWM) in Q4 2020, closing a stake of 2,000 shares — an estimated $52K sold.

Edmond de Rothschild Holding first reported a position in EWM in Q2 2015 and held it in 21 quarters. The position peaked at $215K in Q1 2018. 74 funds tracked by Wall St. Rank hold EWM as of Q4 2020.

  • Edmond de Rothschild Holding reported no remaining iShares MSCI Malaysia ETF position as of Q4 2020 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 2,000 iShares MSCI Malaysia ETF shares in Q4 2020, an estimated $52K.
  • Edmond de Rothschild Holding first reported a position in iShares MSCI Malaysia ETF in Q2 2015 and held it in 21 quarters.
  • Edmond de Rothschild Holding's iShares MSCI Malaysia ETF position peaked at $215K in Q1 2018.
  • 74 funds tracked by Wall St. Rank held iShares MSCI Malaysia ETF as of Q4 2020.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2020, filed 12 Feb 2021.