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Aris Wealth Services’s iShares MSCI South Korea ETF EWY Stock Holding History

Aris Wealth Services’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
2015
Q3 		$3K Sell
70
-14
-17% -$698 0.01% 302
2015
Q2 		$5K Buy
84
+23
+38% +$1.35K ﹤0.01% 416
2015
Q1 		$3K Buy
+61
New +$3.44K ﹤0.01% 436

Other funds holding EWY

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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aris Wealth Services's EWY Position: Q3 2015 in Review

Aris Wealth Services reduced its iShares MSCI South Korea ETF (EWY) stake by 17% in Q3 2015, selling an estimated $698 and leaving 70 shares worth $3K. The position accounts for 0.01% of the portfolio, ranked #302.

Aris Wealth Services first reported a position in EWY in Q1 2015 and has held it in 3 quarters since. The position peaked at $5K in Q2 2015. 182 funds tracked by Wall St. Rank hold EWY as of Q3 2015.

  • Aris Wealth Services held 70 shares of iShares MSCI South Korea ETF worth $3K as of Q3 2015.
  • Aris Wealth Services sold 14 iShares MSCI South Korea ETF shares in Q3 2015, an estimated $698.
  • iShares MSCI South Korea ETF made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #302 holding.
  • Aris Wealth Services first reported a position in iShares MSCI South Korea ETF in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's iShares MSCI South Korea ETF position peaked at $5K in Q2 2015.
  • 182 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.