EFS
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Essex Financial Services’s iShares MSCI South Korea ETF EWY Stock Holding History

Essex Financial Services’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
2022
Q1 		– Sell
-2,685
Closed -$209K – 512
2021
Q4 		$209K Hold
2,685
– – 0.02% 466
2021
Q3 		$217K Buy
+2,685
New +$234K 0.02% 425
2018
Q2 		– Sell
-2,685
Closed -$203K – 299
2018
Q1 		$203K Buy
+2,685
New +$202K 0.04% 331

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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Essex Financial Services's EWY Position: Q1 2022 in Review

Essex Financial Services sold out of iShares MSCI South Korea ETF (EWY) in Q1 2022, closing a stake of 2,685 shares — an estimated $209K sold.

Essex Financial Services first reported a position in EWY in Q1 2018 and held it in 3 quarters. The position peaked at $217K in Q3 2021. 244 funds tracked by Wall St. Rank hold EWY as of Q1 2022.

  • Essex Financial Services reported no remaining iShares MSCI South Korea ETF position as of Q1 2022 after selling out during the quarter.
  • Essex Financial Services sold 2,685 iShares MSCI South Korea ETF shares in Q1 2022, an estimated $209K.
  • Essex Financial Services first reported a position in iShares MSCI South Korea ETF in Q1 2018 and held it in 3 quarters.
  • Essex Financial Services's iShares MSCI South Korea ETF position peaked at $217K in Q3 2021.
  • 244 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q1 2022.

Based on Essex Financial Services's 13F filing for Q1 2022, filed 21 Apr 2022.