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Simplicity Solutions’s iShares MSCI Singapore ETF EWS Stock Holding History

Simplicity Solutions’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
2023
Q4 		$4.01M Sell
214,481
-6,154
-3% -$111K 0.11% 171
2023
Q3 		$4.05M Buy
220,635
+8,922
+4% +$167K 0.13% 147
2023
Q2 		$3.92M Buy
211,713
+6,139
+3% +$119K 0.11% 184
2023
Q1 		$4.08M Buy
+205,574
New +$4.01M 0.11% 178

Other funds holding EWS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Simplicity Solutions's EWS Position: Q4 2023 in Review

Simplicity Solutions reduced its iShares MSCI Singapore ETF (EWS) stake by 2.8% in Q4 2023, selling an estimated $111K and leaving 214,481 shares worth $4.01M. The position accounts for 0.11% of the portfolio, ranked #171.

Simplicity Solutions first reported a position in EWS in Q1 2023 and has held it in 4 quarters since. The position peaked at $4.08M in Q1 2023. 95 funds tracked by Wall St. Rank hold EWS as of Q4 2023.

  • Simplicity Solutions held 214,481 shares of iShares MSCI Singapore ETF worth $4.01M as of Q4 2023.
  • Simplicity Solutions sold 6,154 iShares MSCI Singapore ETF shares in Q4 2023, an estimated $111K.
  • iShares MSCI Singapore ETF made up 0.11% of Simplicity Solutions's portfolio in Q4 2023, its #171 holding.
  • Simplicity Solutions first reported a position in iShares MSCI Singapore ETF in Q1 2023 and has held it in 4 quarters since.
  • Simplicity Solutions's iShares MSCI Singapore ETF position peaked at $4.08M in Q1 2023.
  • 95 funds tracked by Wall St. Rank held iShares MSCI Singapore ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.