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

Institute for 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
2020
Q1 		– Sell
-484
Closed -$30K – 472
2019
Q4 		$30K Buy
+484
New +$28.7K 0.01% 541

Other funds holding EWY

State of Tennessee, Department of Treasury
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
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Institute for Wealth Management's EWY Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares MSCI South Korea ETF (EWY) in Q1 2020, closing a stake of 484 shares — an estimated $30K sold.

Institute for Wealth Management first reported a position in EWY in Q4 2019 and held it in 1 quarter. The position peaked at $30K in Q4 2019. 203 funds tracked by Wall St. Rank hold EWY as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares MSCI South Korea ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 484 iShares MSCI South Korea ETF shares in Q1 2020, an estimated $30K.
  • Institute for Wealth Management first reported a position in iShares MSCI South Korea ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's iShares MSCI South Korea ETF position peaked at $30K in Q4 2019.
  • 203 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.