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

Bristlecone 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
2023
Q2 		– Sell
-120
Closed -$7.35K – 287
2023
Q1 		$7.35K Buy
+120
New +$7.3K ﹤0.01% 332

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
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

Bristlecone Advisors's EWY Position: Q2 2023 in Review

Bristlecone Advisors sold out of iShares MSCI South Korea ETF (EWY) in Q2 2023, closing a stake of 120 shares — an estimated $7.35K sold.

Bristlecone Advisors first reported a position in EWY in Q1 2023 and held it in 1 quarter. The position peaked at $7.35K in Q1 2023. 246 funds tracked by Wall St. Rank hold EWY as of Q2 2023.

  • Bristlecone Advisors reported no remaining iShares MSCI South Korea ETF position as of Q2 2023 after selling out during the quarter.
  • Bristlecone Advisors sold 120 iShares MSCI South Korea ETF shares in Q2 2023, an estimated $7.35K.
  • Bristlecone Advisors first reported a position in iShares MSCI South Korea ETF in Q1 2023 and held it in 1 quarter.
  • Bristlecone Advisors's iShares MSCI South Korea ETF position peaked at $7.35K in Q1 2023.
  • 246 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q2 2023.

Based on Bristlecone Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.