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Marks Group Wealth Management’s iShares MSCI Singapore ETF EWS Stock Holding History

Marks Group Wealth Management’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
2022
Q3 		– Sell
-14,295
Closed -$252K – 283
2022
Q2 		$252K Sell
14,295
-13,305
-48% -$253K 0.04% 260
2022
Q1 		$575K Sell
27,600
-15,029
-35% -$315K 0.07% 219
2021
Q4 		$912K Sell
42,629
-75,841
-64% -$1.74M 0.11% 184
2021
Q3 		$2.7M Sell
118,470
-41,452
-26% -$963K 0.36% 102
2021
Q2 		$3.71M Sell
159,922
-1,834
-1% -$43.3K 0.51% 89
2021
Q1 		$3.78M Buy
161,756
+648
+0.4% +$14.5K 0.56% 82
2020
Q4 		$3.46M Buy
161,108
+18,406
+13% +$374K 0.54% 84
2020
Q3 		$2.67M Buy
142,702
+5,297
+4% +$101K 0.48% 90
2020
Q2 		$2.58M Buy
137,405
+9,205
+7% +$170K 0.53% 87
2020
Q1 		$2.21M Buy
128,200
+215
+0.2% +$4.67K 0.57% 80
2019
Q4 		$3.09M Buy
+127,985
New +$3.08M 0.61% 72

Other funds holding EWS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
AG
AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return

Marks Group Wealth Management's EWS Position: Q3 2022 in Review

Marks Group Wealth Management sold out of iShares MSCI Singapore ETF (EWS) in Q3 2022, closing a stake of 14,295 shares — an estimated $252K sold.

Marks Group Wealth Management first reported a position in EWS in Q4 2019 and held it in 11 quarters. The position peaked at $3.78M in Q1 2021. 91 funds tracked by Wall St. Rank hold EWS as of Q3 2022.

  • Marks Group Wealth Management reported no remaining iShares MSCI Singapore ETF position as of Q3 2022 after selling out during the quarter.
  • Marks Group Wealth Management sold 14,295 iShares MSCI Singapore ETF shares in Q3 2022, an estimated $252K.
  • Marks Group Wealth Management first reported a position in iShares MSCI Singapore ETF in Q4 2019 and held it in 11 quarters.
  • Marks Group Wealth Management's iShares MSCI Singapore ETF position peaked at $3.78M in Q1 2021.
  • 91 funds tracked by Wall St. Rank held iShares MSCI Singapore ETF as of Q3 2022.

Based on Marks Group Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.