Steward Partners Investment Advisory’s iShares MSCI Malaysia ETF EWM Stock Holding History

Steward Partners Investment Advisory’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
2025 Q1	–	Sell	-75	Closed	-$1.84K	–	4053
2024 Q4	$1.84K	Sell	75 -100	-57%	-$2.49K	﹤0.01%	3655
2024 Q3	$4.73K	Hold	175	–	–	﹤0.01%	3201
2024 Q2	$3.93K	Hold	175	–	–	﹤0.01%	3119
2024 Q1	$3.81K	Hold	175	–	–	﹤0.01%	3124
2023 Q4	$3.72K	Hold	175	–	–	﹤0.01%	3074
2023 Q3	$3.6K	Hold	175	–	–	﹤0.01%	2927
2023 Q2	$3.5K	Hold	175	–	–	﹤0.01%	2902
2023 Q1	$3.88K	Sell	175 -1,420	-89%	-$32.1K	﹤0.01%	2858
2022 Q4	$36.4K	Buy	1,595 +1,075	+207%	+$23.1K	﹤0.01%	1961
2022 Q3	$10K	Hold	520	–	–	﹤0.01%	2533
2022 Q2	$11K	Buy	520 +140	+37%	+$3.36K	﹤0.01%	2482
2022 Q1	$10K	Hold	380	–	–	﹤0.01%	2655
2021 Q4	$10K	Sell	380 -37	-9%	-$937	﹤0.01%	2587
2021 Q3	$11K	Buy	417 +205	+97%	+$5.19K	﹤0.01%	2565
2021 Q2	$5K	Hold	212	–	–	﹤0.01%	6530
2021 Q1	$5.75K	Buy	212 +37	+21%	+$1.03K	﹤0.01%	2978
2020 Q4	$5K	Hold	175	–	–	﹤0.01%	2510
2020 Q3	$5K	Hold	175	–	–	﹤0.01%	2355
2020 Q2	$4K	Hold	175	–	–	﹤0.01%	2316
2020 Q1	$4K	Hold	175	–	–	﹤0.01%	2134
2019 Q4	$4K	Hold	175	–	–	﹤0.01%	2293
2019 Q3	$4K	Hold	175	–	–	﹤0.01%	2289
2019 Q2	$5K	Buy	+175	New	+$5.13K	﹤0.01%	2210
2018 Q4	–	Sell	-175	Closed	-$6K	–	1192
2018 Q3	$6K	Hold	175	–	–	﹤0.01%	2054
2018 Q2	$5K	Hold	175	–	–	﹤0.01%	1975
2018 Q1	$6K	Hold	175	–	–	﹤0.01%	1718
2017 Q4	$5K	Hold	175	–	–	﹤0.01%	1499
2017 Q3	$5K	Hold	175	–	–	﹤0.01%	1283
2017 Q2	$5K	Buy	+175	New	+$5.57K	﹤0.01%	1213

Other funds holding EWM

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCP

Breakout Capital Partners New York $174M AUM 7.98% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Steward Partners Investment Advisory's EWM Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of iShares MSCI Malaysia ETF (EWM) in Q1 2025, closing a stake of 75 shares — an estimated $1.84K sold.

Steward Partners Investment Advisory first reported a position in EWM in Q2 2017 and held it in 29 quarters. The position peaked at $36.4K in Q4 2022. 68 funds tracked by Wall St. Rank hold EWM as of Q1 2025.

Steward Partners Investment Advisory reported no remaining iShares MSCI Malaysia ETF position as of Q1 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 75 iShares MSCI Malaysia ETF shares in Q1 2025, an estimated $1.84K.
Steward Partners Investment Advisory first reported a position in iShares MSCI Malaysia ETF in Q2 2017 and held it in 29 quarters.
Steward Partners Investment Advisory's iShares MSCI Malaysia ETF position peaked at $36.4K in Q4 2022.
68 funds tracked by Wall St. Rank held iShares MSCI Malaysia ETF as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.