SSWM
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Sheets Smith Wealth Management’s iShares MSCI Malaysia ETF EWM Stock Holding History

Sheets Smith 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
2014
Q1 		– Sell
-10,588
Closed -$670K – 258
2013
Q4 		$670K Hold
10,588
– – 0.18% 145
2013
Q3 		$637K Hold
10,588
– – 0.21% 138
2013
Q2 		$659K Buy
+10,588
New +$672K 0.22% 124

Other funds holding EWM

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AG
Ashmore Group London, United Kingdom $773M AUM 50.56% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
BCM
Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.31B AUM 35.17% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Sheets Smith Wealth Management's EWM Position: Q1 2014 in Review

Sheets Smith Wealth Management sold out of iShares MSCI Malaysia ETF (EWM) in Q1 2014, closing a stake of 10,588 shares — an estimated $670K sold.

Sheets Smith Wealth Management first reported a position in EWM in Q2 2013 and held it in 3 quarters. The position peaked at $670K in Q4 2013. 117 funds tracked by Wall St. Rank hold EWM as of Q1 2014.

  • Sheets Smith Wealth Management reported no remaining iShares MSCI Malaysia ETF position as of Q1 2014 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 10,588 iShares MSCI Malaysia ETF shares in Q1 2014, an estimated $670K.
  • Sheets Smith Wealth Management first reported a position in iShares MSCI Malaysia ETF in Q2 2013 and held it in 3 quarters.
  • Sheets Smith Wealth Management's iShares MSCI Malaysia ETF position peaked at $670K in Q4 2013.
  • 117 funds tracked by Wall St. Rank held iShares MSCI Malaysia ETF as of Q1 2014.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2014, filed 2 Jun 2014.