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Berman Capital Advisors’s iShares MSCI South Korea ETF EWY Stock Holding History

Berman Capital Advisors’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
2019
Q4 		– Sell
-800
Closed -$45K – 1484
2019
Q3 		$45K Hold
800
– – 0.01% 323
2019
Q2 		$47K Hold
800
– – 0.02% 315
2019
Q1 		$48K Hold
800
– – 0.02% 277
2018
Q4 		$47K Buy
+800
New +$48.4K 0.02% 258

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
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Berman Capital Advisors's EWY Position: Q4 2019 in Review

Berman Capital Advisors sold out of iShares MSCI South Korea ETF (EWY) in Q4 2019, closing a stake of 800 shares — an estimated $45K sold.

Berman Capital Advisors first reported a position in EWY in Q4 2018 and held it in 4 quarters. The position peaked at $48K in Q1 2019. 231 funds tracked by Wall St. Rank hold EWY as of Q4 2019.

  • Berman Capital Advisors reported no remaining iShares MSCI South Korea ETF position as of Q4 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 800 iShares MSCI South Korea ETF shares in Q4 2019, an estimated $45K.
  • Berman Capital Advisors first reported a position in iShares MSCI South Korea ETF in Q4 2018 and held it in 4 quarters.
  • Berman Capital Advisors's iShares MSCI South Korea ETF position peaked at $48K in Q1 2019.
  • 231 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q4 2019.

Based on Berman Capital Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.