Surevest’s iShares MSCI Singapore ETF EWS Stock Holding History

Surevest’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
2022 Q3	–	Sell	-5,264	Closed	-$93K	–	538
2022 Q2	$93K	Buy	5,264 +12	+0.2%	+$229	0.02%	172
2022 Q1	$109K	Hold	5,252	–	–	0.03%	156
2021 Q4	$112K	Buy	+5,252	New	+$121K	0.03%	143

Other funds holding EWS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return

Surevest's EWS Position: Q3 2022 in Review

Surevest sold out of iShares MSCI Singapore ETF (EWS) in Q3 2022, closing a stake of 5,264 shares — an estimated $93K sold.

Surevest first reported a position in EWS in Q4 2021 and held it in 3 quarters. The position peaked at $112K in Q4 2021. 91 funds tracked by Wall St. Rank hold EWS as of Q3 2022.

Surevest reported no remaining iShares MSCI Singapore ETF position as of Q3 2022 after selling out during the quarter.
Surevest sold 5,264 iShares MSCI Singapore ETF shares in Q3 2022, an estimated $93K.
Surevest first reported a position in iShares MSCI Singapore ETF in Q4 2021 and held it in 3 quarters.
Surevest's iShares MSCI Singapore ETF position peaked at $112K in Q4 2021.
91 funds tracked by Wall St. Rank held iShares MSCI Singapore ETF as of Q3 2022.

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