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

CSM 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
Q4 		– Sell
-18,428
Closed -$1.09M – 146
2023
Q3 		$1.09M Hold
18,428
– – 0.09% 99
2023
Q2 		$1.17M Buy
18,428
+251
+1% +$15.7K 0.09% 105
2023
Q1 		$1.11M Buy
+18,177
New +$1.11M 0.1% 99

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

CSM Advisors's EWY Position: Q4 2023 in Review

CSM Advisors sold out of iShares MSCI South Korea ETF (EWY) in Q4 2023, closing a stake of 18,428 shares — an estimated $1.09M sold.

CSM Advisors first reported a position in EWY in Q1 2023 and held it in 3 quarters. The position peaked at $1.17M in Q2 2023. 251 funds tracked by Wall St. Rank hold EWY as of Q4 2023.

  • CSM Advisors reported no remaining iShares MSCI South Korea ETF position as of Q4 2023 after selling out during the quarter.
  • CSM Advisors sold 18,428 iShares MSCI South Korea ETF shares in Q4 2023, an estimated $1.09M.
  • CSM Advisors first reported a position in iShares MSCI South Korea ETF in Q1 2023 and held it in 3 quarters.
  • CSM Advisors's iShares MSCI South Korea ETF position peaked at $1.17M in Q2 2023.
  • 251 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q4 2023.

Based on CSM Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.