AllSquare Wealth Management’s iShares MSCI South Korea ETF EWY Stock Holding History

AllSquare Wealth Management’s Portfolio EWY Stock Details EWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-200	Closed	-$19K	–	488
2021 Q2	$19K	Hold	200	–	–	0.01%	325
2021 Q1	$18K	Hold	200	–	–	0.01%	315
2020 Q4	$17K	Buy	+200	New	+$14.8K	0.01%	293
2020 Q3	–	Sell	-176	Closed	-$10K	–	470
2020 Q2	$10K	Sell	176 -449	-72%	-$23.7K	0.01%	335
2020 Q1	$29K	Buy	625 +350	+127%	+$19.7K	0.03%	207
2019 Q4	$17K	Sell	275 -60	-18%	-$3.56K	0.01%	275
2019 Q3	$19K	Hold	335	–	–	0.01%	259
2019 Q2	$20K	Sell	335 -465	-58%	-$27.6K	0.01%	263
2019 Q1	$49K	Buy	+800	New	+$49.6K	0.04%	183

Other funds holding EWY

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllSquare Wealth Management's EWY Position: Q3 2021 in Review

AllSquare Wealth Management sold out of iShares MSCI South Korea ETF (EWY) in Q3 2021, closing a stake of 200 shares — an estimated $19K sold.

AllSquare Wealth Management first reported a position in EWY in Q1 2019 and held it in 9 quarters. The position peaked at $49K in Q1 2019. 251 funds tracked by Wall St. Rank hold EWY as of Q3 2021.

AllSquare Wealth Management reported no remaining iShares MSCI South Korea ETF position as of Q3 2021 after selling out during the quarter.
AllSquare Wealth Management sold 200 iShares MSCI South Korea ETF shares in Q3 2021, an estimated $19K.
AllSquare Wealth Management first reported a position in iShares MSCI South Korea ETF in Q1 2019 and held it in 9 quarters.
AllSquare Wealth Management's iShares MSCI South Korea ETF position peaked at $49K in Q1 2019.
251 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q3 2021.

Based on AllSquare Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.