Glovista Investments’s iShares MSCI Malaysia ETF EWM Stock Holding History

Glovista Investments’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
2023 Q4	$1.09M	Sell	51,360 -50,275	-49%	-$1.06M	0.51%	29
2023 Q3	$2.1M	Sell	101,635 -13,178	-11%	-$277K	1.25%	22
2023 Q2	$2.28M	Buy	114,813 +59,486	+108%	+$1.27M	1.21%	20
2023 Q1	$1.22M	Sell	55,327 -46,200	-46%	-$1.04M	0.74%	26
2022 Q4	$2.33M	Sell	101,527 -21,545	-18%	-$463K	1.16%	20
2022 Q3	$2.5M	Buy	123,072 +93,208	+312%	+$2.04M	1.31%	17
2022 Q2	$655K	Sell	29,864 -26,875	-47%	-$644K	0.27%	43
2022 Q1	$1.46M	Buy	+56,739	New	+$1.43M	0.43%	42
2021 Q4	–	Sell	-31,395	Closed	-$804K	–	70
2021 Q3	$804K	Sell	31,395 -42,549	-58%	-$1.08M	0.23%	45
2021 Q2	$1.89M	Buy	+73,944	New	+$2.01M	0.45%	50
2021 Q1	–	Sell	-24,815	Closed	-$711K	–	111
2020 Q4	$711K	Sell	24,815 -69,354	-74%	-$1.91M	0.23%	76
2020 Q3	$2.45M	Buy	94,169 +41,400	+78%	+$1.11M	0.87%	31
2020 Q2	$1.34M	Sell	52,769 -49,683	-48%	-$1.21M	0.52%	38
2020 Q1	$2.35M	Buy	102,452 +207	+0.2%	+$5.33K	1.22%	23
2019 Q4	$2.9M	Buy	102,245 +2,536	+3%	+$71.1K	0.95%	29
2019 Q3	$2.78M	Sell	99,709 -3,301	-3%	-$94.3K	1%	31
2019 Q2	$3.07M	Buy	103,010 +29,325	+40%	+$860K	1%	26
2019 Q1	$2.21M	Sell	73,685 -55,387	-43%	-$1.69M	0.69%	30
2018 Q4	$3.86M	Sell	129,072 -212,542	-62%	-$6.44M	1.09%	28
2018 Q3	$11M	Buy	341,614 +321,663	+1,612%	+$10.4M	2.87%	9
2018 Q2	$622K	Sell	19,951 -338,897	-94%	-$11.5M	0.15%	68
2018 Q1	$12.8M	Buy	358,848 +157,689	+78%	+$5.53M	2.84%	15
2017 Q4	$6.67M	Sell	201,159 -88,135	-30%	-$2.86M	1.33%	20
2017 Q3	$9.31M	Buy	289,294 +73,871	+34%	+$2.37M	1.78%	18
2017 Q2	$6.82M	Buy	215,423 +67,621	+46%	+$2.15M	1.5%	18
2017 Q1	$4.5M	Buy	+147,802	New	+$4.38M	1.01%	18
2016 Q3	–	Sell	-620,092	Closed	-$20.6M	–	95
2016 Q2	$20.6M	Sell	620,092 -280,518	-31%	-$9.34M	3.66%	11
2016 Q1	$32.1M	Buy	900,610 +784,745	+677%	+$24.9M	5.34%	7
2015 Q4	$3.59M	Buy	+115,865	New	+$4.71M	0.6%	25
2015 Q2	–	Sell	-627,476	Closed	-$33.4M	–	80
2015 Q1	$33.4M	Buy	+627,476	New	+$33.2M	3.7%	6
2014 Q4	–	Sell	-703,631	Closed	-$43.3M	–	81
2014 Q3	$43.3M	Buy	703,631 +259,221	+58%	+$16.5M	5.68%	6
2014 Q2	$28.2M	Buy	+444,410	New	+$28.3M	3.96%	9
2014 Q1	–	Sell	-257,775	Closed	-$16.3M	–	93
2013 Q4	$16.3M	Buy	+257,775	New	+$16.3M	2.67%	7
2013 Q3	–	Sell	-198,730	Closed	-$12.4M	–	76
2013 Q2	$12.4M	Buy	+198,730	New	+$12.6M	2.77%	8

Other funds holding EWM

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

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

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

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

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Glovista Investments's EWM Position: Q4 2023 in Review

Glovista Investments reduced its iShares MSCI Malaysia ETF (EWM) stake by 49% in Q4 2023, selling an estimated $1.06M and leaving 51,360 shares worth $1.09M. The position accounts for 0.51% of the portfolio, ranked #29.

Glovista Investments first reported a position in EWM in Q2 2013 and has held it in 34 quarters since. The position peaked at $43.3M in Q3 2014. 66 funds tracked by Wall St. Rank hold EWM as of Q4 2023.

Glovista Investments held 51,360 shares of iShares MSCI Malaysia ETF worth $1.09M as of Q4 2023.
Glovista Investments sold 50,275 iShares MSCI Malaysia ETF shares in Q4 2023, an estimated $1.06M.
iShares MSCI Malaysia ETF made up 0.51% of Glovista Investments's portfolio in Q4 2023, its #29 holding.
Glovista Investments first reported a position in iShares MSCI Malaysia ETF in Q2 2013 and has held it in 34 quarters since.
Glovista Investments's iShares MSCI Malaysia ETF position peaked at $43.3M in Q3 2014.
66 funds tracked by Wall St. Rank held iShares MSCI Malaysia ETF as of Q4 2023.

Based on Glovista Investments's 13F filing for Q4 2023, filed 12 Feb 2024.