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

FRG Family 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
Q2 		– Sell
-100
Closed -$6.3K – 215
2024
Q1 		$6.3K Buy
+100
New +$6.35K ﹤0.01% 292

Other funds holding EWY

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bridgewater Associates
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

FRG Family Wealth Advisors's EWY Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of iShares MSCI South Korea ETF (EWY) in Q2 2024, closing a stake of 100 shares — an estimated $6.3K sold.

FRG Family Wealth Advisors first reported a position in EWY in Q1 2024 and held it in 1 quarter. The position peaked at $6.3K in Q1 2024. 256 funds tracked by Wall St. Rank hold EWY as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining iShares MSCI South Korea ETF position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 100 iShares MSCI South Korea ETF shares in Q2 2024, an estimated $6.3K.
  • FRG Family Wealth Advisors first reported a position in iShares MSCI South Korea ETF in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's iShares MSCI South Korea ETF position peaked at $6.3K in Q1 2024.
  • 256 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.