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Anchor Investment Management’s iShares MSCI South Korea ETF EWY Stock Holding History

Anchor Investment 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
-560
Closed -$52.2K – 948
2021
Q2 		$52.2K Buy
560
+385
+220% +$35.4K 0.01% 527
2021
Q1 		$15.7K Buy
+175
New +$15.9K ﹤0.01% 652

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PPA
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PPFA
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BlackRock
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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Anchor Investment Management's EWY Position: Q3 2021 in Review

Anchor Investment Management sold out of iShares MSCI South Korea ETF (EWY) in Q3 2021, closing a stake of 560 shares — an estimated $52.2K sold.

Anchor Investment Management first reported a position in EWY in Q1 2021 and held it in 2 quarters. The position peaked at $52.2K in Q2 2021. 251 funds tracked by Wall St. Rank hold EWY as of Q3 2021.

  • Anchor Investment Management reported no remaining iShares MSCI South Korea ETF position as of Q3 2021 after selling out during the quarter.
  • Anchor Investment Management sold 560 iShares MSCI South Korea ETF shares in Q3 2021, an estimated $52.2K.
  • Anchor Investment Management first reported a position in iShares MSCI South Korea ETF in Q1 2021 and held it in 2 quarters.
  • Anchor Investment Management's iShares MSCI South Korea ETF position peaked at $52.2K in Q2 2021.
  • 251 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q3 2021.

Based on Anchor Investment Management's 13F filing for Q3 2021, filed 2 Jan 2024.