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

Evoke Wealth’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 Q4	–	Sell	-700	Closed	-$33K	–	637
2022 Q3	$33K	Hold	700	–	–	﹤0.01%	575
2022 Q2	$41K	Hold	700	–	–	﹤0.01%	543
2022 Q1	$50K	Buy	+700	New	+$50.8K	﹤0.01%	522
2021 Q2	–	Sell	-54,000	Closed	-$4.84M	–	1185
2021 Q1	$4.84M	Buy	+54,000	New	+$4.91M	0.22%	62

Other funds holding EWY

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

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

RCG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return

Evoke Wealth's EWY Position: Q4 2022 in Review

Evoke Wealth sold out of iShares MSCI South Korea ETF (EWY) in Q4 2022, closing a stake of 700 shares — an estimated $33K sold.

Evoke Wealth first reported a position in EWY in Q1 2021 and held it in 4 quarters. The position peaked at $4.84M in Q1 2021. 224 funds tracked by Wall St. Rank hold EWY as of Q4 2022.

Evoke Wealth reported no remaining iShares MSCI South Korea ETF position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 700 iShares MSCI South Korea ETF shares in Q4 2022, an estimated $33K.
Evoke Wealth first reported a position in iShares MSCI South Korea ETF in Q1 2021 and held it in 4 quarters.
Evoke Wealth's iShares MSCI South Korea ETF position peaked at $4.84M in Q1 2021.
224 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.