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

Divergent Wealth 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
2024 Q3	$215K	Buy	3,361 +37	+1%	+$2.4K	0.04%	31
2024 Q2	$220K	Buy	3,324 +46	+1%	+$2.96K	0.04%	31
2024 Q1	$220K	Sell	3,278 -17	-0.5%	-$1.08K	0.04%	30
2023 Q4	$216K	Buy	+3,295	New	+$200K	0.05%	32
2018 Q2	–	Sell	-21	Closed	-$2K	–	150
2018 Q1	$2K	Buy	+21	New	+$1.58K	﹤0.01%	151

Other funds holding EWY

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

PPFA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Divergent Wealth Advisors's EWY Position: Q3 2024 in Review

Divergent Wealth Advisors increased its iShares MSCI South Korea ETF (EWY) stake by 1.1% in Q3 2024, buying an estimated $2.4K and bringing the position to 3,361 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #31.

Divergent Wealth Advisors first reported a position in EWY in Q1 2018 and has held it in 5 quarters since. The position peaked at $220K in Q1 2024. 238 funds tracked by Wall St. Rank hold EWY as of Q3 2024.

Divergent Wealth Advisors held 3,361 shares of iShares MSCI South Korea ETF worth $215K as of Q3 2024.
Divergent Wealth Advisors bought 37 iShares MSCI South Korea ETF shares in Q3 2024, an estimated $2.4K.
iShares MSCI South Korea ETF made up 0.04% of Divergent Wealth Advisors's portfolio in Q3 2024, its #31 holding.
Divergent Wealth Advisors first reported a position in iShares MSCI South Korea ETF in Q1 2018 and has held it in 5 quarters since.
Divergent Wealth Advisors's iShares MSCI South Korea ETF position peaked at $220K in Q1 2024.
238 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q3 2024.

Based on Divergent Wealth Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.