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

Elm 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
2021 Q1	–	Sell	-700	Closed	-$60K	–	151
2020 Q4	$60K	Buy	+700	New	+$51.8K	0.04%	152
2018 Q4	–	Sell	-700	Closed	-$48K	–	145
2018 Q3	$48K	Buy	+700	New	+$46.3K	0.03%	171

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Elm Advisors's EWY Position: Q1 2021 in Review

Elm Advisors sold out of iShares MSCI South Korea ETF (EWY) in Q1 2021, closing a stake of 700 shares — an estimated $60K sold.

Elm Advisors first reported a position in EWY in Q3 2018 and held it in 2 quarters. The position peaked at $60K in Q4 2020. 295 funds tracked by Wall St. Rank hold EWY as of Q1 2021.

Elm Advisors reported no remaining iShares MSCI South Korea ETF position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 700 iShares MSCI South Korea ETF shares in Q1 2021, an estimated $60K.
Elm Advisors first reported a position in iShares MSCI South Korea ETF in Q3 2018 and held it in 2 quarters.
Elm Advisors's iShares MSCI South Korea ETF position peaked at $60K in Q4 2020.
295 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.