EWM
EWY icon

Elmwood Wealth Management’s iShares MSCI South Korea ETF EWY Stock Holding History

Elmwood Wealth Management’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
2019
Q4 		– Sell
-57
Closed -$3K – 140
2019
Q3 		$3K Hold
57
– – ﹤0.01% 235
2019
Q2 		$3K Hold
57
– – ﹤0.01% 256
2019
Q1 		$3K Hold
57
– – ﹤0.01% 252
2018
Q4 		$3K Buy
+57
New +$3.44K ﹤0.01% 259

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
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Elmwood Wealth Management's EWY Position: Q4 2019 in Review

Elmwood Wealth Management sold out of iShares MSCI South Korea ETF (EWY) in Q4 2019, closing a stake of 57 shares — an estimated $3K sold.

Elmwood Wealth Management first reported a position in EWY in Q4 2018 and held it in 4 quarters. The position peaked at $3K in Q3 2019. 231 funds tracked by Wall St. Rank hold EWY as of Q4 2019.

  • Elmwood Wealth Management reported no remaining iShares MSCI South Korea ETF position as of Q4 2019 after selling out during the quarter.
  • Elmwood Wealth Management sold 57 iShares MSCI South Korea ETF shares in Q4 2019, an estimated $3K.
  • Elmwood Wealth Management first reported a position in iShares MSCI South Korea ETF in Q4 2018 and held it in 4 quarters.
  • Elmwood Wealth Management's iShares MSCI South Korea ETF position peaked at $3K in Q3 2019.
  • 231 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q4 2019.

Based on Elmwood Wealth Management's 13F filing for Q4 2019, filed 5 Feb 2020.