Howe & Rusling’s iShares MSCI South Korea ETF EWY Stock Holding History

Howe & Rusling’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
2020 Q1	–	Sell	-14	Closed	-$1K	–	801
2019 Q4	$1K	Buy	+14	New	+$831	﹤0.01%	741
2015 Q3	–	Sell	-400	Closed	-$22K	–	1041
2015 Q2	$22K	Hold	400	–	–	﹤0.01%	394
2015 Q1	$23K	Hold	400	–	–	0.01%	374
2014 Q4	$22K	Hold	400	–	–	0.01%	379
2014 Q3	$24K	Hold	400	–	–	0.01%	362
2014 Q2	$26K	Buy	+400	New	+$25.6K	0.01%	357
2014 Q1	–	Sell	-540	Closed	-$35K	–	863
2013 Q4	$35K	Sell	540 -60	-10%	-$3.81K	0.01%	335
2013 Q3	$37K	Buy	600 +140	+30%	+$8.01K	0.01%	374
2013 Q2	$24K	Buy	+460	New	+$25.9K	0.01%	454

Other funds holding EWY

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

Howe & Rusling's EWY Position: Q1 2020 in Review

Howe & Rusling sold out of iShares MSCI South Korea ETF (EWY) in Q1 2020, closing a stake of 14 shares — an estimated $1K sold.

Howe & Rusling first reported a position in EWY in Q2 2013 and held it in 9 quarters. The position peaked at $37K in Q3 2013. 203 funds tracked by Wall St. Rank hold EWY as of Q1 2020.

Howe & Rusling reported no remaining iShares MSCI South Korea ETF position as of Q1 2020 after selling out during the quarter.
Howe & Rusling sold 14 iShares MSCI South Korea ETF shares in Q1 2020, an estimated $1K.
Howe & Rusling first reported a position in iShares MSCI South Korea ETF in Q2 2013 and held it in 9 quarters.
Howe & Rusling's iShares MSCI South Korea ETF position peaked at $37K in Q3 2013.
203 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q1 2020.

Based on Howe & Rusling's 13F filing for Q1 2020, filed 14 May 2020.