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WealthPLAN Partners’s iShares MSCI Malaysia ETF EWM Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$2.11K Sell
66
-66
-50% -$2.18K ﹤0.01% 849
2016
Q2 		$2.18K Buy
+132
New +$4.4K ﹤0.01% 2221

Other funds holding EWM

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return

WealthPLAN Partners's EWM Position: Q3 2016 in Review

WealthPLAN Partners reduced its iShares MSCI Malaysia ETF (EWM) stake by 50% in Q3 2016, selling an estimated $2.18K and leaving 66 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

WealthPLAN Partners first reported a position in EWM in Q2 2016 and has held it in 2 quarters since. The position peaked at $2.18K in Q2 2016. 98 funds tracked by Wall St. Rank hold EWM as of Q3 2016.

  • WealthPLAN Partners held 66 shares of iShares MSCI Malaysia ETF worth $2.11K as of Q3 2016.
  • WealthPLAN Partners sold 66 iShares MSCI Malaysia ETF shares in Q3 2016, an estimated $2.18K.
  • iShares MSCI Malaysia ETF made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #849 holding.
  • WealthPLAN Partners first reported a position in iShares MSCI Malaysia ETF in Q2 2016 and has held it in 2 quarters since.
  • WealthPLAN Partners's iShares MSCI Malaysia ETF position peaked at $2.18K in Q2 2016.
  • 98 funds tracked by Wall St. Rank held iShares MSCI Malaysia ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.