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Robertson Stephens Wealth Management’s iShares MSCI Indonesia ETF EIDO Stock Holding History

Robertson Stephens Wealth Management’s Portfolio EIDO Stock Details EIDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-14,421
Closed -$332K – 449
2023
Q2 		$332K Buy
14,421
+71
+0.5% +$1.68K 0.02% 340
2023
Q1 		$338K Buy
+14,350
New +$327K 0.03% 348

Other funds holding EIDO

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
FFM
Fullerton Fund Management Singapore $1.25B AUM 76.88% 1-Year Est. Return
LK
Lumbard & Kellner Hollis, New Hampshire $289M AUM 59.5% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NC
NBW Capital Boston, Massachusetts $464M AUM 21.25% 1-Year Est. Return

Robertson Stephens Wealth Management's EIDO Position: Q3 2023 in Review

Robertson Stephens Wealth Management sold out of iShares MSCI Indonesia ETF (EIDO) in Q3 2023, closing a stake of 14,421 shares — an estimated $332K sold.

Robertson Stephens Wealth Management first reported a position in EIDO in Q1 2023 and held it in 2 quarters. The position peaked at $338K in Q1 2023. 86 funds tracked by Wall St. Rank hold EIDO as of Q3 2023.

  • Robertson Stephens Wealth Management reported no remaining iShares MSCI Indonesia ETF position as of Q3 2023 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 14,421 iShares MSCI Indonesia ETF shares in Q3 2023, an estimated $332K.
  • Robertson Stephens Wealth Management first reported a position in iShares MSCI Indonesia ETF in Q1 2023 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's iShares MSCI Indonesia ETF position peaked at $338K in Q1 2023.
  • 86 funds tracked by Wall St. Rank held iShares MSCI Indonesia ETF as of Q3 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.