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AXS Investments’s iShares MSCI South Korea ETF EWY Stock Holding History

AXS Investments’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
2023
Q2 		– Sell
-472
Closed -$28.9K – 444
2023
Q1 		$28.9K Sell
472
-475
-50% -$28.9K 0.01% 327
2022
Q4 		$53.5K Buy
+947
New +$51.9K 0.02% 281

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PPFA
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AXS Investments's EWY Position: Q2 2023 in Review

AXS Investments sold out of iShares MSCI South Korea ETF (EWY) in Q2 2023, closing a stake of 472 shares — an estimated $28.9K sold.

AXS Investments first reported a position in EWY in Q4 2022 and held it in 2 quarters. The position peaked at $53.5K in Q4 2022. 246 funds tracked by Wall St. Rank hold EWY as of Q2 2023.

  • AXS Investments reported no remaining iShares MSCI South Korea ETF position as of Q2 2023 after selling out during the quarter.
  • AXS Investments sold 472 iShares MSCI South Korea ETF shares in Q2 2023, an estimated $28.9K.
  • AXS Investments first reported a position in iShares MSCI South Korea ETF in Q4 2022 and held it in 2 quarters.
  • AXS Investments's iShares MSCI South Korea ETF position peaked at $53.5K in Q4 2022.
  • 246 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q2 2023.

Based on AXS Investments's 13F filing for Q2 2023, filed 10 Aug 2023.