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Mark Sheptoff Financial Planning’s iShares MSCI South Korea ETF EWY Stock Holding History

Mark Sheptoff Financial Planning’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
2022
Q1 		– Sell
-160
Closed -$12K – 447
2021
Q4 		$12K Hold
160
– – 0.01% 300
2021
Q3 		$13K Hold
160
– – 0.01% 282
2021
Q2 		$15K Buy
+160
New +$14.7K 0.01% 296

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
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mark Sheptoff Financial Planning's EWY Position: Q1 2022 in Review

Mark Sheptoff Financial Planning sold out of iShares MSCI South Korea ETF (EWY) in Q1 2022, closing a stake of 160 shares — an estimated $12K sold.

Mark Sheptoff Financial Planning first reported a position in EWY in Q2 2021 and held it in 3 quarters. The position peaked at $15K in Q2 2021. 244 funds tracked by Wall St. Rank hold EWY as of Q1 2022.

  • Mark Sheptoff Financial Planning reported no remaining iShares MSCI South Korea ETF position as of Q1 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 160 iShares MSCI South Korea ETF shares in Q1 2022, an estimated $12K.
  • Mark Sheptoff Financial Planning first reported a position in iShares MSCI South Korea ETF in Q2 2021 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's iShares MSCI South Korea ETF position peaked at $15K in Q2 2021.
  • 244 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q1 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.