Independent Portfolio Consultants’s iShares MSCI South Korea ETF EWY Stock Holding History

Independent Portfolio Consultants’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 Q4	–	Sell	-33,165	Closed	-$1.93M	–	830
2016 Q3	$1.93M	Buy	+33,165	New	+$1.85M	0.6%	25
2014 Q4	–	Sell	-4,635	Closed	-$280K	–	815
2014 Q3	$280K	Sell	4,635 -10,380	-69%	-$674K	0.08%	409
2014 Q2	$976K	Sell	15,015 -350	-2%	-$22.4K	0.27%	88
2014 Q1	$945K	Buy	+15,365	New	+$921K	0.3%	91

Other funds holding EWY

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Yale University New Haven, Connecticut $2.05M AUM 1.81% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Independent Portfolio Consultants's EWY Position: Q4 2016 in Review

Independent Portfolio Consultants sold out of iShares MSCI South Korea ETF (EWY) in Q4 2016, closing a stake of 33,165 shares — an estimated $1.93M sold.

Independent Portfolio Consultants first reported a position in EWY in Q1 2014 and held it in 4 quarters. The position peaked at $1.93M in Q3 2016. 201 funds tracked by Wall St. Rank hold EWY as of Q4 2016.

Independent Portfolio Consultants reported no remaining iShares MSCI South Korea ETF position as of Q4 2016 after selling out during the quarter.
Independent Portfolio Consultants sold 33,165 iShares MSCI South Korea ETF shares in Q4 2016, an estimated $1.93M.
Independent Portfolio Consultants first reported a position in iShares MSCI South Korea ETF in Q1 2014 and held it in 4 quarters.
Independent Portfolio Consultants's iShares MSCI South Korea ETF position peaked at $1.93M in Q3 2016.
201 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q4 2016.

Based on Independent Portfolio Consultants's 13F filing for Q4 2016, filed 12 Jan 2017.