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Kalos Management’s iShares MSCI Malaysia ETF EWM Stock Holding History

Kalos 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
2023
Q2 		– Sell
-372
Closed -$8.25K – 210
2023
Q1 		$8.25K Buy
+372
New +$8.41K 0.02% 231
2022
Q1 		– Sell
-15,472
Closed -$396K – 224
2021
Q4 		$396K Buy
15,472
+1,012
+7% +$25.6K 0.11% 183
2021
Q3 		$371K Sell
14,460
-1,176
-8% -$29.8K 0.1% 184
2021
Q2 		$384K Buy
15,636
+3,453
+28% +$93.8K 0.16% 167
2021
Q1 		$332K Sell
12,183
-2,527
-17% -$70.2K 0.1% 203
2020
Q4 		$408K Sell
14,710
-3,318
-18% -$91.3K 0.17% 151
2020
Q3 		$496K Sell
18,028
-25,410
-58% -$680K 0.22% 132
2020
Q2 		$1.17M Sell
43,438
-994
-2% -$24.3K 0.49% 67
2020
Q1 		$1.05M Sell
44,432
-142
-0.3% -$3.66K 0.47% 68
2019
Q4 		$1.27M Buy
44,574
+17
+0% +$476 0.46% 69
2019
Q3 		$1.24M Buy
+44,557
New +$1.27M 0.49% 62
2016
Q4 		– Sell
-18,483
Closed -$600K – 133
2016
Q3 		$600K Sell
18,483
-4,664
-20% -$154K 0.51% 61
2016
Q2 		$768K Buy
23,147
+5,633
+32% +$188K 0.59% 60
2016
Q1 		$542K Hold
17,514
– – 0.45% 73
2015
Q4 		$542K Buy
+17,514
New +$712K 0.4% 78

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
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

Kalos Management's EWM Position: Q2 2023 in Review

Kalos Management sold out of iShares MSCI Malaysia ETF (EWM) in Q2 2023, closing a stake of 372 shares — an estimated $8.25K sold.

Kalos Management first reported a position in EWM in Q4 2015 and held it in 15 quarters. The position peaked at $1.27M in Q4 2019. 54 funds tracked by Wall St. Rank hold EWM as of Q2 2023.

  • Kalos Management reported no remaining iShares MSCI Malaysia ETF position as of Q2 2023 after selling out during the quarter.
  • Kalos Management sold 372 iShares MSCI Malaysia ETF shares in Q2 2023, an estimated $8.25K.
  • Kalos Management first reported a position in iShares MSCI Malaysia ETF in Q4 2015 and held it in 15 quarters.
  • Kalos Management's iShares MSCI Malaysia ETF position peaked at $1.27M in Q4 2019.
  • 54 funds tracked by Wall St. Rank held iShares MSCI Malaysia ETF as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.