Heritage Wealth Management (Arizona)’s iShares MSCI Malaysia ETF EWM Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$2.1K	Buy	92 +46	+100%	+$989	﹤0.01%	977
2022 Q3	$1K	Hold	46	–	–	﹤0.01%	935
2022 Q2	$1.01K	Hold	46	–	–	﹤0.01%	926
2022 Q1	$1K	Buy	+46	New	+$1.16K	﹤0.01%	940
2021 Q3	$1K	Hold	46	–	–	﹤0.01%	850
2021 Q2	$1K	Hold	46	–	–	﹤0.01%	862
2021 Q1	$1K	Buy	+46	New	+$1.28K	﹤0.01%	712

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

CCA

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

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

Heritage Wealth Management (Arizona)'s EWM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares MSCI Malaysia ETF (EWM) stake by 100% in Q4 2022, buying an estimated $989 and bringing the position to 92 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Heritage Wealth Management (Arizona) first reported a position in EWM in Q1 2021 and has held it in 7 quarters since. 64 funds tracked by Wall St. Rank hold EWM as of Q4 2022.

Heritage Wealth Management (Arizona) held 92 shares of iShares MSCI Malaysia ETF worth $2.1K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 46 iShares MSCI Malaysia ETF shares in Q4 2022, an estimated $989.
iShares MSCI Malaysia ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #977 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares MSCI Malaysia ETF in Q1 2021 and has held it in 7 quarters since.
64 funds tracked by Wall St. Rank held iShares MSCI Malaysia ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.