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Beacon Trust’s iShares MSCI South Korea ETF EWY Stock Holding History

Beacon Trust’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
2014
Q4 		– Sell
-3,358
Closed -$203K – 227
2014
Q3 		$203K Sell
3,358
-43
-1% -$2.79K 0.03% 194
2014
Q2 		$221K Sell
3,401
-17
-0.5% -$1.09K 0.04% 182
2014
Q1 		$210K Sell
3,418
-228
-6% -$13.7K 0.04% 182
2013
Q4 		$236K Buy
+3,646
New +$231K 0.04% 162

Other funds holding EWY

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Beacon Trust's EWY Position: Q4 2014 in Review

Beacon Trust sold out of iShares MSCI South Korea ETF (EWY) in Q4 2014, closing a stake of 3,358 shares — an estimated $203K sold.

Beacon Trust first reported a position in EWY in Q4 2013 and held it in 4 quarters. The position peaked at $236K in Q4 2013. 223 funds tracked by Wall St. Rank hold EWY as of Q4 2014.

  • Beacon Trust reported no remaining iShares MSCI South Korea ETF position as of Q4 2014 after selling out during the quarter.
  • Beacon Trust sold 3,358 iShares MSCI South Korea ETF shares in Q4 2014, an estimated $203K.
  • Beacon Trust first reported a position in iShares MSCI South Korea ETF in Q4 2013 and held it in 4 quarters.
  • Beacon Trust's iShares MSCI South Korea ETF position peaked at $236K in Q4 2013.
  • 223 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q4 2014.

Based on Beacon Trust's 13F filing for Q4 2014, filed 30 Jan 2015.