IFWM
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Institute for Wealth Management’s iShares MSCI Malaysia ETF EWM Stock Holding History

Institute for Wealth 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
2020
Q1 		– Sell
-556
Closed -$16K – 465
2019
Q4 		$16K Buy
+556
New +$15.6K ﹤0.01% 577

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
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Institute for Wealth Management's EWM Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares MSCI Malaysia ETF (EWM) in Q1 2020, closing a stake of 556 shares — an estimated $16K sold.

Institute for Wealth Management first reported a position in EWM in Q4 2019 and held it in 1 quarter. The position peaked at $16K in Q4 2019. 76 funds tracked by Wall St. Rank hold EWM as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares MSCI Malaysia ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 556 iShares MSCI Malaysia ETF shares in Q1 2020, an estimated $16K.
  • Institute for Wealth Management first reported a position in iShares MSCI Malaysia ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's iShares MSCI Malaysia ETF position peaked at $16K in Q4 2019.
  • 76 funds tracked by Wall St. Rank held iShares MSCI Malaysia ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.