Concord Wealth Partners’s iShares MSCI South Korea ETF EWY Stock Holding History

Concord Wealth Partners’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
2024 Q4	–	Sell	-65	Closed	-$4.16K	–	947
2024 Q3	$4.16K	Hold	65	–	–	﹤0.01%	665
2024 Q2	$4.29K	Hold	65	–	–	﹤0.01%	586
2024 Q1	$4.36K	Hold	65	–	–	﹤0.01%	670
2023 Q4	$4.26K	Buy	65 +2	+3%	+$122	﹤0.01%	653
2023 Q3	$3.73K	Hold	63	–	–	﹤0.01%	769
2023 Q2	$4.01K	Hold	63	–	–	﹤0.01%	747
2023 Q1	$3.88K	Hold	63	–	–	﹤0.01%	710
2022 Q4	$3.58K	Buy	+63	New	+$3.45K	﹤0.01%	832
2022 Q3	–	Sell	-63	Closed	-$4K	–	470
2022 Q2	$4K	Hold	63	–	–	﹤0.01%	866
2022 Q1	$4K	Hold	63	–	–	﹤0.01%	960
2021 Q4	$5K	Buy	+63	New	+$4.98K	﹤0.01%	941
2021 Q3	–	Sell	-24	Closed	-$2K	–	943
2021 Q2	$2K	Sell	24 -8	-25%	-$736	﹤0.01%	883
2021 Q1	$3K	Hold	32	–	–	﹤0.01%	753
2020 Q4	$3K	Buy	+32	New	+$2.37K	﹤0.01%	467

Other funds holding EWY

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Concord Wealth Partners's EWY Position: Q4 2024 in Review

Concord Wealth Partners sold out of iShares MSCI South Korea ETF (EWY) in Q4 2024, closing a stake of 65 shares — an estimated $4.16K sold.

Concord Wealth Partners first reported a position in EWY in Q4 2020 and held it in 14 quarters. The position peaked at $5K in Q4 2021. 226 funds tracked by Wall St. Rank hold EWY as of Q4 2024.

Concord Wealth Partners reported no remaining iShares MSCI South Korea ETF position as of Q4 2024 after selling out during the quarter.
Concord Wealth Partners sold 65 iShares MSCI South Korea ETF shares in Q4 2024, an estimated $4.16K.
Concord Wealth Partners first reported a position in iShares MSCI South Korea ETF in Q4 2020 and held it in 14 quarters.
Concord Wealth Partners's iShares MSCI South Korea ETF position peaked at $5K in Q4 2021.
226 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q4 2024.

Based on Concord Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.