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

Focused 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
2024 Q1	–	Sell	-389	Closed	-$25.5K	–	445
2023 Q4	$25.5K	Hold	389	–	–	﹤0.01%	405
2023 Q3	$22.9K	Hold	389	–	–	﹤0.01%	407
2023 Q2	$24.7K	Buy	+389	New	+$24.4K	﹤0.01%	402
2023 Q1	–	Sell	-55	Closed	-$3.11K	–	1078
2022 Q4	$3.11K	Buy	+55	New	+$3.01K	﹤0.01%	738
2021 Q2	–	Sell	-1,100	Closed	-$99K	–	956
2021 Q1	$99K	Buy	+1,100	New	+$100K	0.02%	280
2014 Q4	–	Sell	-250	Closed	-$15K	–	669
2014 Q3	$15K	Hold	250	–	–	0.01%	367
2014 Q2	$16K	Hold	250	–	–	0.01%	347
2014 Q1	$15K	Hold	250	–	–	0.01%	331
2013 Q4	$16K	Hold	250	–	–	0.01%	329
2013 Q3	$15K	Buy	+250	New	+$14.3K	0.01%	320

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

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Focused Wealth Management's EWY Position: Q1 2024 in Review

Focused Wealth Management sold out of iShares MSCI South Korea ETF (EWY) in Q1 2024, closing a stake of 389 shares — an estimated $25.5K sold.

Focused Wealth Management first reported a position in EWY in Q3 2013 and held it in 10 quarters. The position peaked at $99K in Q1 2021. 263 funds tracked by Wall St. Rank hold EWY as of Q1 2024.

Focused Wealth Management reported no remaining iShares MSCI South Korea ETF position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 389 iShares MSCI South Korea ETF shares in Q1 2024, an estimated $25.5K.
Focused Wealth Management first reported a position in iShares MSCI South Korea ETF in Q3 2013 and held it in 10 quarters.
Focused Wealth Management's iShares MSCI South Korea ETF position peaked at $99K in Q1 2021.
263 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.