Envestnet Asset Management
EWM icon

Envestnet Asset Management’s iShares MSCI Malaysia ETF EWM Stock Holding History

Envestnet Asset 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
2024
Q2 		– Sell
-78,937
Closed -$1.72M – 4203
2024
Q1 		$1.72M Buy
78,937
+1,273
+2% +$27.3K ﹤0.01% 2674
2023
Q4 		$1.65M Buy
+77,664
New +$1.63M ﹤0.01% 2590
2018
Q4 		– Sell
-10,715
Closed -$347K – 2885
2018
Q3 		$347K Sell
10,715
-2,290
-18% -$73.9K ﹤0.01% 1009
2018
Q2 		$406K Sell
13,005
-1,079
-8% -$36.7K ﹤0.01% 1395
2018
Q1 		$493K Sell
14,084
-71,614
-84% -$2.51M ﹤0.01% 1212
2017
Q4 		$2.83M Sell
85,698
-3,005
-3% -$97.4K 0.01% 813
2017
Q3 		$2.87M Sell
88,703
-2,514
-3% -$80.6K 0.01% 761
2017
Q2 		$2.89M Buy
91,217
+71,407
+360% +$2.27M 0.01% 788
2017
Q1 		$604K Sell
19,810
-68,961
-78% -$2.04M ﹤0.01% 1430
2016
Q4 		$2.49M Buy
88,771
+5,474
+7% +$167K 0.01% 828
2016
Q3 		$2.7M Buy
83,297
+13,890
+20% +$458K 0.01% 813
2016
Q2 		$2.3M Buy
69,407
+40,390
+139% +$1.35M 0.01% 956
2016
Q1 		$1.03M Buy
29,017
+14,270
+97% +$453K ﹤0.01% 1296
2015
Q4 		$457K Sell
14,747
-5,450
-27% -$222K ﹤0.01% 1641
2015
Q3 		$801K Sell
20,197
-78,402
-80% -$3.42M ﹤0.01% 1381
2015
Q2 		$4.78M Sell
98,599
-4,505
-4% -$238K 0.02% 617
2015
Q1 		$5.48M Buy
103,104
+26,590
+35% +$1.41M 0.03% 528
2014
Q4 		$4.13M Buy
76,514
+76,446
+112,421% +$4.45M 0.04% 248
2014
Q3 		$4K Sell
68
-409
-86% -$26.1K ﹤0.01% 2350
2014
Q2 		$30K Sell
477
-141
-23% -$8.99K ﹤0.01% 1624
2014
Q1 		$39K Sell
618
-87,964
-99% -$5.33M ﹤0.01% 1443
2013
Q4 		$5.61M Buy
88,582
+87,999
+15,094% +$5.56M 0.06% 182
2013
Q3 		$35K Buy
583
+360
+161% +$21.9K ﹤0.01% 1298
2013
Q2 		$14K Buy
+223
New +$14.2K ﹤0.01% 1543

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Envestnet Asset Management's EWM Position: Q2 2024 in Review

Envestnet Asset Management sold out of iShares MSCI Malaysia ETF (EWM) in Q2 2024, closing a stake of 78,937 shares — an estimated $1.72M sold.

Envestnet Asset Management first reported a position in EWM in Q2 2013 and held it in 24 quarters. The position peaked at $5.61M in Q4 2013. 67 funds tracked by Wall St. Rank hold EWM as of Q2 2024.

  • Envestnet Asset Management reported no remaining iShares MSCI Malaysia ETF position as of Q2 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 78,937 iShares MSCI Malaysia ETF shares in Q2 2024, an estimated $1.72M.
  • Envestnet Asset Management first reported a position in iShares MSCI Malaysia ETF in Q2 2013 and held it in 24 quarters.
  • Envestnet Asset Management's iShares MSCI Malaysia ETF position peaked at $5.61M in Q4 2013.
  • 67 funds tracked by Wall St. Rank held iShares MSCI Malaysia ETF as of Q2 2024.

Based on Envestnet Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.