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 Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

PPFA

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

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

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

SLF

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.41% 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.