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Integrated Wealth Counsel’s iShares MSCI South Korea ETF EWY Stock Holding History

Integrated Wealth Counsel’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
2014
Q2 		– Sell
-1,080
Closed -$66K – 111
2014
Q1 		$66K Sell
1,080
-175
-14% -$10.5K 0.05% 83
2013
Q4 		$81K Buy
1,255
+825
+192% +$52.3K 0.06% 81
2013
Q3 		$26.4K Buy
+430
New +$24.6K 0.02% 133

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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Integrated Wealth Counsel's EWY Position: Q2 2014 in Review

Integrated Wealth Counsel sold out of iShares MSCI South Korea ETF (EWY) in Q2 2014, closing a stake of 1,080 shares — an estimated $66K sold.

Integrated Wealth Counsel first reported a position in EWY in Q3 2013 and held it in 3 quarters. The position peaked at $81K in Q4 2013. 224 funds tracked by Wall St. Rank hold EWY as of Q2 2014.

  • Integrated Wealth Counsel reported no remaining iShares MSCI South Korea ETF position as of Q2 2014 after selling out during the quarter.
  • Integrated Wealth Counsel sold 1,080 iShares MSCI South Korea ETF shares in Q2 2014, an estimated $66K.
  • Integrated Wealth Counsel first reported a position in iShares MSCI South Korea ETF in Q3 2013 and held it in 3 quarters.
  • Integrated Wealth Counsel's iShares MSCI South Korea ETF position peaked at $81K in Q4 2013.
  • 224 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q2 2014.

Based on Integrated Wealth Counsel's 13F filing for Q2 2014, filed 12 Aug 2014.