Mackenzie Financial’s iShares MSCI South Korea ETF EWY Stock Holding History

Mackenzie Financial’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
2023 Q1	–	Sell	-3,795	Closed	-$214K	–	1547
2022 Q4	$214K	Buy	+3,795	New	+$208K	﹤0.01%	1222
2021 Q1	–	Sell	-69,831	Closed	-$6.01M	–	1148
2020 Q4	$6.01M	Buy	69,831 +12,683	+22%	+$939K	0.01%	414
2020 Q3	$3.73M	Sell	57,148 -25,265	-31%	-$1.58M	0.01%	443
2020 Q2	$4.71M	Buy	+82,413	New	+$4.35M	0.01%	407
2019 Q2	–	Sell	-87,383	Closed	-$5.33M	–	1146
2019 Q1	$5.33M	Sell	87,383 -26,884	-24%	-$1.67M	0.01%	504
2018 Q4	$6.73M	Buy	+114,267	New	+$6.91M	0.02%	448
2017 Q3	–	Sell	-10,000	Closed	-$678K	–	642
2017 Q2	$678K	Sell	10,000 -20,650	-67%	-$1.34M	﹤0.01%	483
2017 Q1	$1.9M	Hold	30,650	–	–	0.01%	402
2016 Q4	$1.63M	Buy	30,650 +13,000	+74%	+$710K	0.01%	398
2016 Q3	$1.03M	Buy	17,650 +3,000	+20%	+$168K	0.01%	411
2016 Q2	$763K	Buy	+14,650	New	+$752K	﹤0.01%	673
2014 Q3	–	Sell	-136,560	Closed	-$8.88M	–	729
2014 Q2	$8.88M	Sell	136,560 -30,100	-18%	-$1.93M	0.04%	268
2014 Q1	$10.3M	Sell	166,660 -28,556	-15%	-$1.71M	0.05%	250
2013 Q4	$12.6M	Hold	195,216	–	–	0.06%	225
2013 Q3	$12M	Buy	+195,216	New	+$11.2M	0.06%	226

Other funds holding EWY

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

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Mackenzie Financial's EWY Position: Q1 2023 in Review

Mackenzie Financial sold out of iShares MSCI South Korea ETF (EWY) in Q1 2023, closing a stake of 3,795 shares — an estimated $214K sold.

Mackenzie Financial first reported a position in EWY in Q3 2013 and held it in 15 quarters. The position peaked at $12.6M in Q4 2013. 236 funds tracked by Wall St. Rank hold EWY as of Q1 2023.

Mackenzie Financial reported no remaining iShares MSCI South Korea ETF position as of Q1 2023 after selling out during the quarter.
Mackenzie Financial sold 3,795 iShares MSCI South Korea ETF shares in Q1 2023, an estimated $214K.
Mackenzie Financial first reported a position in iShares MSCI South Korea ETF in Q3 2013 and held it in 15 quarters.
Mackenzie Financial's iShares MSCI South Korea ETF position peaked at $12.6M in Q4 2013.
236 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q1 2023.

Based on Mackenzie Financial's 13F filing for Q1 2023, filed 24 Apr 2023.