Next Financial Group’s iShares MSCI Malaysia ETF EWM Stock Holding History

Next Financial Group’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
2019 Q4	–	Sell	-100	Closed	-$3K	–	2405
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	2007
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	2003
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	1366
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	1660
2018 Q3	$3K	Buy	+100	New	+$3.23K	﹤0.01%	1240
2017 Q4	–	Sell	-175	Closed	-$6K	–	597
2017 Q3	$6K	Hold	175	–	–	﹤0.01%	1367
2017 Q2	$6K	Hold	175	–	–	﹤0.01%	1487
2017 Q1	$6K	Hold	175	–	–	﹤0.01%	1448
2016 Q4	$5K	Hold	175	–	–	﹤0.01%	1926
2016 Q3	$6K	Buy	175 +75	+75%	+$2.47K	﹤0.01%	1854
2016 Q2	$3K	Hold	100	–	–	﹤0.01%	1507
2016 Q1	$3K	Hold	100	–	–	﹤0.01%	1470
2015 Q4	$3K	Hold	100	–	–	﹤0.01%	1512
2015 Q3	$3K	Hold	100	–	–	﹤0.01%	1543
2015 Q2	$4K	Buy	100 +25	+33%	+$1.32K	﹤0.01%	1525
2015 Q1	$3K	Hold	75	–	–	﹤0.01%	1602
2014 Q4	$4K	Sell	75 -93	-55%	-$5.41K	﹤0.01%	1571
2014 Q3	$10K	Buy	+168	New	+$10.7K	﹤0.01%	1749

Other funds holding EWM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Next Financial Group's EWM Position: Q4 2019 in Review

Next Financial Group sold out of iShares MSCI Malaysia ETF (EWM) in Q4 2019, closing a stake of 100 shares — an estimated $3K sold.

Next Financial Group first reported a position in EWM in Q3 2014 and held it in 18 quarters. The position peaked at $10K in Q3 2014. 89 funds tracked by Wall St. Rank hold EWM as of Q4 2019.

Next Financial Group reported no remaining iShares MSCI Malaysia ETF position as of Q4 2019 after selling out during the quarter.
Next Financial Group sold 100 iShares MSCI Malaysia ETF shares in Q4 2019, an estimated $3K.
Next Financial Group first reported a position in iShares MSCI Malaysia ETF in Q3 2014 and held it in 18 quarters.
Next Financial Group's iShares MSCI Malaysia ETF position peaked at $10K in Q3 2014.
89 funds tracked by Wall St. Rank held iShares MSCI Malaysia ETF as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.