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Private Wealth Advisors (California)’s iShares MSCI Malaysia ETF EWM Stock Holding History

Private Wealth Advisors (California)’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
Q3 		– Sell
-87,989
Closed -$1.98M – 82
2024
Q2 		$1.98M Buy
87,989
+6,558
+8% +$148K 0.76% 42
2024
Q1 		$1.77M Buy
+81,431
New +$1.75M 0.72% 42

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
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Private Wealth Advisors (California)'s EWM Position: Q3 2024 in Review

Private Wealth Advisors (California) sold out of iShares MSCI Malaysia ETF (EWM) in Q3 2024, closing a stake of 87,989 shares — an estimated $1.98M sold.

Private Wealth Advisors (California) first reported a position in EWM in Q1 2024 and held it in 2 quarters. The position peaked at $1.98M in Q2 2024. 78 funds tracked by Wall St. Rank hold EWM as of Q3 2024.

  • Private Wealth Advisors (California) reported no remaining iShares MSCI Malaysia ETF position as of Q3 2024 after selling out during the quarter.
  • Private Wealth Advisors (California) sold 87,989 iShares MSCI Malaysia ETF shares in Q3 2024, an estimated $1.98M.
  • Private Wealth Advisors (California) first reported a position in iShares MSCI Malaysia ETF in Q1 2024 and held it in 2 quarters.
  • Private Wealth Advisors (California)'s iShares MSCI Malaysia ETF position peaked at $1.98M in Q2 2024.
  • 78 funds tracked by Wall St. Rank held iShares MSCI Malaysia ETF as of Q3 2024.

Based on Private Wealth Advisors (California)'s 13F filing for Q3 2024, filed 5 Nov 2024.