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Marks Group Wealth Management’s iShares MSCI South Korea ETF EWY Stock Holding History

Marks Group 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
2022
Q2 		– Sell
-4,161
Closed -$296K – 294
2022
Q1 		$296K Sell
4,161
-2,207
-35% -$160K 0.04% 271
2021
Q4 		$496K Sell
6,368
-10,178
-62% -$805K 0.06% 234
2021
Q3 		$1.33M Sell
16,546
-5,071
-23% -$441K 0.18% 133
2021
Q2 		$2.01M Sell
21,617
-2,456
-10% -$226K 0.28% 115
2021
Q1 		$2.16M Sell
24,073
-2,609
-10% -$237K 0.32% 104
2020
Q4 		$2.3M Sell
26,682
-355
-1% -$26.3K 0.36% 101
2020
Q3 		$1.77M Sell
27,037
-14,731
-35% -$924K 0.32% 103
2020
Q2 		$2.38M Sell
41,768
-4,712
-10% -$249K 0.48% 92
2020
Q1 		$2.19M Buy
46,480
+831
+2% +$46.8K 0.56% 81
2019
Q4 		$2.84M Buy
+45,649
New +$2.71M 0.56% 85

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
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Marks Group Wealth Management's EWY Position: Q2 2022 in Review

Marks Group Wealth Management sold out of iShares MSCI South Korea ETF (EWY) in Q2 2022, closing a stake of 4,161 shares — an estimated $296K sold.

Marks Group Wealth Management first reported a position in EWY in Q4 2019 and held it in 10 quarters. The position peaked at $2.84M in Q4 2019. 232 funds tracked by Wall St. Rank hold EWY as of Q2 2022.

  • Marks Group Wealth Management reported no remaining iShares MSCI South Korea ETF position as of Q2 2022 after selling out during the quarter.
  • Marks Group Wealth Management sold 4,161 iShares MSCI South Korea ETF shares in Q2 2022, an estimated $296K.
  • Marks Group Wealth Management first reported a position in iShares MSCI South Korea ETF in Q4 2019 and held it in 10 quarters.
  • Marks Group Wealth Management's iShares MSCI South Korea ETF position peaked at $2.84M in Q4 2019.
  • 232 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q2 2022.

Based on Marks Group Wealth Management's 13F filing for Q2 2022, filed 9 Aug 2022.