MSWM
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McGlone Suttner Wealth Management’s iShares MSCI Malaysia ETF EWM Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-70
Closed -$1.49K – 376
2023
Q4 		$1.49K Buy
+70
New +$1.47K ﹤0.01% 694

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
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
Citigroup
Citigroup New York $235B AUM 32.99% 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
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
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

McGlone Suttner Wealth Management's EWM Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of iShares MSCI Malaysia ETF (EWM) in Q1 2024, closing a stake of 70 shares — an estimated $1.49K sold.

McGlone Suttner Wealth Management first reported a position in EWM in Q4 2023 and held it in 1 quarter. The position peaked at $1.49K in Q4 2023. 64 funds tracked by Wall St. Rank hold EWM as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining iShares MSCI Malaysia ETF position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 70 iShares MSCI Malaysia ETF shares in Q1 2024, an estimated $1.49K.
  • McGlone Suttner Wealth Management first reported a position in iShares MSCI Malaysia ETF in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's iShares MSCI Malaysia ETF position peaked at $1.49K in Q4 2023.
  • 64 funds tracked by Wall St. Rank held iShares MSCI Malaysia ETF as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.