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

EverSource 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
Q1 		– Sell
-14
Closed -$917 – 2928
2023
Q4 		$917 Hold
14
– – ﹤0.01% 2422
2023
Q3 		$825 Hold
14
– – ﹤0.01% 2292
2023
Q2 		$887 Buy
+14
New +$877 ﹤0.01% 2263

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

EverSource Wealth Advisors's EWY Position: Q1 2024 in Review

EverSource Wealth Advisors sold out of iShares MSCI South Korea ETF (EWY) in Q1 2024, closing a stake of 14 shares — an estimated $917 sold.

EverSource Wealth Advisors first reported a position in EWY in Q2 2023 and held it in 3 quarters. The position peaked at $917 in Q4 2023. 263 funds tracked by Wall St. Rank hold EWY as of Q1 2024.

  • EverSource Wealth Advisors reported no remaining iShares MSCI South Korea ETF position as of Q1 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 14 iShares MSCI South Korea ETF shares in Q1 2024, an estimated $917.
  • EverSource Wealth Advisors first reported a position in iShares MSCI South Korea ETF in Q2 2023 and held it in 3 quarters.
  • EverSource Wealth Advisors's iShares MSCI South Korea ETF position peaked at $917 in Q4 2023.
  • 263 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q1 2024.

Based on EverSource Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.