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

Gupta 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
2016
Q1 		$5K Hold
100
– – ﹤0.01% 971
2015
Q4 		$5K Hold
100
– – ﹤0.01% 1011
2015
Q3 		$5K Hold
100
– – ﹤0.01% 1042
2015
Q2 		$6K Buy
+100
New +$5.87K ﹤0.01% 991

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Gupta Wealth Management's EWY Position: Q1 2016 in Review

Gupta Wealth Management held its iShares MSCI South Korea ETF (EWY) position steady in Q1 2016 at 100 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Gupta Wealth Management first reported a position in EWY in Q2 2015 and has held it in 4 quarters since. The position peaked at $6K in Q2 2015. 197 funds tracked by Wall St. Rank hold EWY as of Q1 2016.

  • Gupta Wealth Management held 100 shares of iShares MSCI South Korea ETF worth $5K as of Q1 2016.
  • Gupta Wealth Management left its iShares MSCI South Korea ETF share count unchanged in Q1 2016.
  • iShares MSCI South Korea ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #971 holding.
  • Gupta Wealth Management first reported a position in iShares MSCI South Korea ETF in Q2 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's iShares MSCI South Korea ETF position peaked at $6K in Q2 2015.
  • 197 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.