Integrated Wealth Management (Palm Desert)’s iShares MSCI South Korea ETF EWY Stock Holding History

Integrated Wealth Management (Palm Desert)’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	-42	Closed	-$2K	–	474
2016 Q3	$2K	Hold	42	–	–	﹤0.01%	1052
2016 Q2	$2K	Hold	42	–	–	﹤0.01%	1065
2016 Q1	$2K	Hold	42	–	–	﹤0.01%	993
2015 Q4	$2K	Hold	42	–	–	﹤0.01%	1077
2015 Q3	$2K	Hold	42	–	–	﹤0.01%	1091
2015 Q2	$2K	Sell	42 -78	-65%	-$4.58K	﹤0.01%	1126
2015 Q1	$6K	Buy	+120	New	+$6.77K	﹤0.01%	886

Other funds holding EWY

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert)'s EWY Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of iShares MSCI South Korea ETF (EWY) in Q4 2016, closing a stake of 42 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in EWY in Q1 2015 and held it in 7 quarters. The position peaked at $6K in Q1 2015. 201 funds tracked by Wall St. Rank hold EWY as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining iShares MSCI South Korea ETF position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 42 iShares MSCI South Korea ETF shares in Q4 2016, an estimated $2K.
Integrated Wealth Management (Palm Desert) first reported a position in iShares MSCI South Korea ETF in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s iShares MSCI South Korea ETF position peaked at $6K in Q1 2015.
201 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.