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Calton & Associates’s iShares MSCI South Korea ETF EWY Stock Holding History

Calton & Associates’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
2018
Q2 		– Sell
-4,356
Closed -$329K – 327
2018
Q1 		$329K Buy
4,356
+30
+0.7% +$2.25K 0.1% 217
2017
Q4 		$333K Buy
+4,326
New +$320K 0.08% 223

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Calton & Associates's EWY Position: Q2 2018 in Review

Calton & Associates sold out of iShares MSCI South Korea ETF (EWY) in Q2 2018, closing a stake of 4,356 shares — an estimated $329K sold.

Calton & Associates first reported a position in EWY in Q4 2017 and held it in 2 quarters. The position peaked at $333K in Q4 2017. 232 funds tracked by Wall St. Rank hold EWY as of Q2 2018.

  • Calton & Associates reported no remaining iShares MSCI South Korea ETF position as of Q2 2018 after selling out during the quarter.
  • Calton & Associates sold 4,356 iShares MSCI South Korea ETF shares in Q2 2018, an estimated $329K.
  • Calton & Associates first reported a position in iShares MSCI South Korea ETF in Q4 2017 and held it in 2 quarters.
  • Calton & Associates's iShares MSCI South Korea ETF position peaked at $333K in Q4 2017.
  • 232 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q2 2018.

Based on Calton & Associates's 13F filing for Q2 2018, filed 10 Aug 2018.