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WMG Financial Advisors’s iShares MSCI Malaysia ETF EWM Stock Holding History

WMG Financial Advisors’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
-8,200
Closed -$201K – 174
2024
Q4 		$201K Buy
+8,200
New +$205K 0.09% 162

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State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
UIM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Citigroup
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

WMG Financial Advisors's EWM Position: Q1 2025 in Review

WMG Financial Advisors sold out of iShares MSCI Malaysia ETF (EWM) in Q1 2025, closing a stake of 8,200 shares — an estimated $201K sold.

WMG Financial Advisors first reported a position in EWM in Q4 2024 and held it in 1 quarter. The position peaked at $201K in Q4 2024. 68 funds tracked by Wall St. Rank hold EWM as of Q1 2025.

  • WMG Financial Advisors reported no remaining iShares MSCI Malaysia ETF position as of Q1 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 8,200 iShares MSCI Malaysia ETF shares in Q1 2025, an estimated $201K.
  • WMG Financial Advisors first reported a position in iShares MSCI Malaysia ETF in Q4 2024 and held it in 1 quarter.
  • WMG Financial Advisors's iShares MSCI Malaysia ETF position peaked at $201K in Q4 2024.
  • 68 funds tracked by Wall St. Rank held iShares MSCI Malaysia ETF as of Q1 2025.

Based on WMG Financial Advisors's 13F filing for Q1 2025, filed 6 May 2025.