Integrated Wealth Management (Palm Desert)’s iShares MSCI Singapore ETF EWS Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio EWS Stock Details EWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-329	Closed	-$7K	–	471
2016 Q3	$7K	Buy	329 +165	+101%	+$3.59K	﹤0.01%	833
2016 Q2	$4K	Hold	164	–	–	﹤0.01%	955
2016 Q1	$4K	Hold	164	–	–	﹤0.01%	886
2015 Q4	$3K	Hold	164	–	–	﹤0.01%	1012
2015 Q3	$3K	Hold	164	–	–	﹤0.01%	1023
2015 Q2	$4K	Hold	164	–	–	﹤0.01%	1000
2015 Q1	$4K	Buy	+164	New	+$4.19K	﹤0.01%	970

Other funds holding EWS

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Aviva London, United Kingdom $67.9B AUM 39.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s EWS Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of iShares MSCI Singapore ETF (EWS) in Q4 2016, closing a stake of 329 shares — an estimated $7K sold.

Integrated Wealth Management (Palm Desert) first reported a position in EWS in Q1 2015 and held it in 7 quarters. The position peaked at $7K in Q3 2016. 112 funds tracked by Wall St. Rank hold EWS as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining iShares MSCI Singapore ETF position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 329 iShares MSCI Singapore ETF shares in Q4 2016, an estimated $7K.
Integrated Wealth Management (Palm Desert) first reported a position in iShares MSCI Singapore ETF in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s iShares MSCI Singapore ETF position peaked at $7K in Q3 2016.
112 funds tracked by Wall St. Rank held iShares MSCI Singapore ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.