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Estate Planners Group’s iShares MSCI Malaysia ETF EWM Stock Holding History

Estate Planners Group’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
2026
Q1 		– Sell
-3
Closed -$82 – 171
2025
Q4 		$82 Buy
+3
New +$79 ﹤0.01% 458

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BCP
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JP Morgan Chase
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return

Estate Planners Group's EWM Position: Q1 2026 in Review

Estate Planners Group sold out of iShares MSCI Malaysia ETF (EWM) in Q1 2026, closing a stake of 3 shares — an estimated $82 sold.

Estate Planners Group first reported a position in EWM in Q4 2025 and held it in 1 quarter. The position peaked at $82 in Q4 2025. 75 funds tracked by Wall St. Rank hold EWM as of Q1 2026.

  • Estate Planners Group reported no remaining iShares MSCI Malaysia ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 3 iShares MSCI Malaysia ETF shares in Q1 2026, an estimated $82.
  • Estate Planners Group first reported a position in iShares MSCI Malaysia ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's iShares MSCI Malaysia ETF position peaked at $82 in Q4 2025.
  • 75 funds tracked by Wall St. Rank held iShares MSCI Malaysia ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.