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Surevest’s iShares MSCI Malaysia ETF EWM Stock Holding History

Surevest’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
2022
Q3 		– Sell
-4,901
Closed -$108K – 537
2022
Q2 		$108K Buy
4,901
+7
+0.1% +$168 0.03% 163
2022
Q1 		$125K Hold
4,894
– – 0.03% 151
2021
Q4 		$122K Buy
+4,894
New +$124K 0.03% 140

Other funds holding EWM

State of Tennessee, Department of Treasury
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 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

Surevest's EWM Position: Q3 2022 in Review

Surevest sold out of iShares MSCI Malaysia ETF (EWM) in Q3 2022, closing a stake of 4,901 shares — an estimated $108K sold.

Surevest first reported a position in EWM in Q4 2021 and held it in 3 quarters. The position peaked at $125K in Q1 2022. 57 funds tracked by Wall St. Rank hold EWM as of Q3 2022.

  • Surevest reported no remaining iShares MSCI Malaysia ETF position as of Q3 2022 after selling out during the quarter.
  • Surevest sold 4,901 iShares MSCI Malaysia ETF shares in Q3 2022, an estimated $108K.
  • Surevest first reported a position in iShares MSCI Malaysia ETF in Q4 2021 and held it in 3 quarters.
  • Surevest's iShares MSCI Malaysia ETF position peaked at $125K in Q1 2022.
  • 57 funds tracked by Wall St. Rank held iShares MSCI Malaysia ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.