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Sheets Smith Wealth Management’s iShares MSCI Singapore ETF EWS Stock Holding History

Sheets Smith Wealth Management’s Portfolio EWS Stock Details EWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-24,075
Closed -$634K – 259
2013
Q4 		$634K Hold
24,075
– – 0.17% 152
2013
Q3 		$643K Hold
24,075
– – 0.21% 136
2013
Q2 		$616K Buy
+24,075
New +$666K 0.21% 134

Other funds holding EWS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ALA
Atherton Lane Advisers Menlo Park, California $1.72B AUM 0.32% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $67.9B AUM 39.2% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $863M AUM 17.57% 1-Year Est. Return

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

Sheets Smith Wealth Management sold out of iShares MSCI Singapore ETF (EWS) in Q1 2014, closing a stake of 24,075 shares — an estimated $634K sold.

Sheets Smith Wealth Management first reported a position in EWS in Q2 2013 and held it in 3 quarters. The position peaked at $643K in Q3 2013. 165 funds tracked by Wall St. Rank hold EWS as of Q1 2014.

  • Sheets Smith Wealth Management reported no remaining iShares MSCI Singapore ETF position as of Q1 2014 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 24,075 iShares MSCI Singapore ETF shares in Q1 2014, an estimated $634K.
  • Sheets Smith Wealth Management first reported a position in iShares MSCI Singapore ETF in Q2 2013 and held it in 3 quarters.
  • Sheets Smith Wealth Management's iShares MSCI Singapore ETF position peaked at $643K in Q3 2013.
  • 165 funds tracked by Wall St. Rank held iShares MSCI Singapore ETF as of Q1 2014.

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