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Sheets Smith Wealth Management’s iShares MSCI Indonesia ETF EIDO Stock Holding History

Sheets Smith 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
2018
Q3 		– Sell
-40,000
Closed -$919K – 337
2018
Q2 		$919K Hold
40,000
– – 0.22% 116
2018
Q1 		$1.08M Hold
40,000
– – 0.26% 104
2017
Q4 		$1.14M Hold
40,000
– – 0.27% 105
2017
Q3 		$1.07M Hold
40,000
– – 0.27% 102
2017
Q2 		$1.09M Buy
+40,000
New +$1.07M 0.29% 98

Other funds holding EIDO

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
SI
Sensato Investors San Francisco, California $122M AUM 5.69% 1-Year Est. Return
PI
PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $67.9B AUM 39.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sheets Smith Wealth Management's EIDO Position: Q3 2018 in Review

Sheets Smith Wealth Management sold out of iShares MSCI Indonesia ETF (EIDO) in Q3 2018, closing a stake of 40,000 shares — an estimated $919K sold.

Sheets Smith Wealth Management first reported a position in EIDO in Q2 2017 and held it in 5 quarters. The position peaked at $1.14M in Q4 2017. 79 funds tracked by Wall St. Rank hold EIDO as of Q3 2018.

  • Sheets Smith Wealth Management reported no remaining iShares MSCI Indonesia ETF position as of Q3 2018 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 40,000 iShares MSCI Indonesia ETF shares in Q3 2018, an estimated $919K.
  • Sheets Smith Wealth Management first reported a position in iShares MSCI Indonesia ETF in Q2 2017 and held it in 5 quarters.
  • Sheets Smith Wealth Management's iShares MSCI Indonesia ETF position peaked at $1.14M in Q4 2017.
  • 79 funds tracked by Wall St. Rank held iShares MSCI Indonesia ETF as of Q3 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2018, filed 15 Oct 2018.