SUN LIFE FINANCIAL INC EWS — ISHARES MSCI SINGAPORE ETF

Ownership history in SUN LIFE FINANCIAL INC  ·  8 quarters on record

AI Ownership Summary

SUN LIFE FINANCIAL INC reported ISHARES MSCI SINGAPORE ETF (EWS) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 2.3% in 2025 Q1. The latest visible filing shows EWS at 2.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EWS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SUN LIFE FINANCIAL INC's position in ISHARES MSCI SINGAPORE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EWS was reported at 2.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.3% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EWS stock page SUN LIFE FINANCIAL INC fund profile SUN LIFE FINANCIAL INC full holdings
How SUN LIFE FINANCIAL INC held EWS — position size vs. price
% of Fund (quarterly)    EWS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 1,472,605 +10,446 +0.7% 2.13% $40.5M 2026-02-14 (Est.) $28.47
2025 Q3 ADDED — — — 1,462,159 +252,559 +20.9% 2.11% $41.4M 2025-11-10 $27.99
2025 Q2 REDUCED 20.9% +8.9% ❌ 1,209,600 -320,500 -20.9% 1.72% $31.4M 2025-08-13 $27.41
2025 Q1 ADDED — — — 1,530,100 +7,500 +0.5% 2.30% $36.4M 2025-05-08 $23.71
2024 Q4 ADDED — — — 1,522,600 +282,700 +22.8% 1.86% $33.3M 2025-02-13 $22.54
2024 Q3 REDUCED 17.6% +1.6% ❌ 1,239,900 -264,100 -17.6% 1.53% $27.5M 2024-10-24 $20.45
2024 Q2 ADDED — — — 1,504,000 +960,100 +176.5% 1.73% $28.9M 2024-08-12 $17.77
2024 Q1 INITIATED — — — 543,900 — — 0.63% $10.0M 2024-05-07 $17.58

🏢 Other funds also holding EWS

As of 2026 Q1 — sorted by position size

Barry Investment Advisors, LLC 3Y 7Y 0.51% Millburn Ridgefield LLC /DE/ 3Y 7Y 0.3% Genesee Capital Advisors, LLC 3Y 7Y 0.29% Miller Global Investments, LLC 0.27% FOUNDERS FINANCIAL SECURITIES LLC 3Y 7Y 0.24% CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.23% BFI Infinity Ltd. 0.21% Elevate Capital Advisors, LLC 0.16% EWA, LLC 0.08% FIDUCIARY FINANCIAL GROUP, LLC 0.05%

FAQ About SUN LIFE FINANCIAL INC and EWS

These are the practical questions this page is built to answer before you even open the full history table.

How long has SUN LIFE FINANCIAL INC reported owning EWS?

SUN LIFE FINANCIAL INC reported EWS across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported EWS position in SUN LIFE FINANCIAL INC's portfolio?

The largest reported portfolio weight for EWS was 2.30% in 2025 Q1.

What is the latest reported EWS position on this page?

The most recent filing on this page is 2025 Q4, when SUN LIFE FINANCIAL INC reported 1,472,605 shares, equal to 2.13% of portfolio, with an estimated market value of $40.5M.

What does the chart on this EWS ownership page compare?

The chart compares SUN LIFE FINANCIAL INC's quarterly EWS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SUN LIFE FINANCIAL INC time their EWS position?

Based on 13F filing dates vs. subsequent EWS price moves, SUN LIFE FINANCIAL INC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on EWS relative to SPY over the holding period was +10.9%.

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