Carroll Financial Associates’s iShares MSCI South Korea ETF EWY Stock Holding History

Carroll Financial 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
2021 Q4	–	Sell	-142	Closed	-$11K	–	1711
2021 Q3	$11K	Buy	+142	New	+$12.4K	﹤0.01%	1166
2019 Q3	–	Sell	-40	Closed	-$2K	–	1572
2019 Q2	$2K	Hold	40	–	–	﹤0.01%	1367
2019 Q1	$2K	Buy	+40	New	+$2.48K	﹤0.01%	1244
2015 Q3	–	Sell	-229	Closed	-$13K	–	1097
2015 Q2	$13K	Buy	+229	New	+$13.4K	﹤0.01%	655

Other funds holding EWY

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carroll Financial Associates's EWY Position: Q4 2021 in Review

Carroll Financial Associates sold out of iShares MSCI South Korea ETF (EWY) in Q4 2021, closing a stake of 142 shares — an estimated $11K sold.

Carroll Financial Associates first reported a position in EWY in Q2 2015 and held it in 4 quarters. The position peaked at $13K in Q2 2015. 260 funds tracked by Wall St. Rank hold EWY as of Q4 2021.

Carroll Financial Associates reported no remaining iShares MSCI South Korea ETF position as of Q4 2021 after selling out during the quarter.
Carroll Financial Associates sold 142 iShares MSCI South Korea ETF shares in Q4 2021, an estimated $11K.
Carroll Financial Associates first reported a position in iShares MSCI South Korea ETF in Q2 2015 and held it in 4 quarters.
Carroll Financial Associates's iShares MSCI South Korea ETF position peaked at $13K in Q2 2015.
260 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.