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

Next Financial Group’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
2021
Q4 		$7K Buy
+84
New +$6.64K ﹤0.01% 2312
2021
Q3 		– Sell
-5
Closed – – 2767
2021
Q2 		$0 Sell
5
-1
-17% -$92 ﹤0.01% 2640
2021
Q1 		$1K Buy
+6
New +$545 ﹤0.01% 2403
2020
Q1 		– Sell
-35
Closed -$2K – 2202
2019
Q4 		$2K Sell
35
-39
-53% -$2.31K ﹤0.01% 2157
2019
Q3 		$4K Hold
74
– – ﹤0.01% 1947
2019
Q2 		$4K Buy
74
+55
+289% +$3.26K ﹤0.01% 1940
2019
Q1 		$1K Sell
19
-55
-74% -$3.41K ﹤0.01% 1547
2018
Q4 		$4K Buy
74
+55
+289% +$3.32K ﹤0.01% 1595
2018
Q3 		$1K Buy
+19
New +$1.26K ﹤0.01% 1386
2017
Q4 		– Sell
-117
Closed -$9K – 602
2017
Q3 		$9K Buy
117
+47
+67% +$3.23K ﹤0.01% 1246
2017
Q2 		$5K Sell
70
-300
-81% -$19.5K ﹤0.01% 1537
2017
Q1 		$23K Sell
370
-504
-58% -$29.5K 0.01% 995
2016
Q4 		$47K Sell
874
-280
-24% -$15.3K 0.01% 992
2016
Q3 		$67K Buy
1,154
+490
+74% +$27.4K 0.01% 811
2016
Q2 		$34K Hold
664
– – 0.01% 772
2016
Q1 		$35K Sell
664
-189
-22% -$9.13K 0.01% 733
2015
Q4 		$42K Buy
853
+64
+8% +$3.36K 0.02% 664
2015
Q3 		$38K Sell
789
-170
-18% -$8.47K 0.01% 718
2015
Q2 		$52K Hold
959
– – 0.02% 651
2015
Q1 		$54K Buy
959
+300
+46% +$16.9K 0.02% 640
2014
Q4 		$36K Sell
659
-690
-51% -$39.3K 0.01% 767
2014
Q3 		$82K Buy
+1,349
New +$87.6K 0.02% 725

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
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Next Financial Group's EWY Position: Q4 2021 in Review

Next Financial Group opened a new position in iShares MSCI South Korea ETF (EWY) in Q4 2021: 84 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #2312 among its holdings. This is a return to the name: Next Financial Group previously reported a position in EWY as recently as Q2 2021.

Next Financial Group first reported a position in EWY in Q3 2014 and has held it in 22 quarters since. The position peaked at $82K in Q3 2014. 260 funds tracked by Wall St. Rank hold EWY as of Q4 2021.

  • Next Financial Group held 84 shares of iShares MSCI South Korea ETF worth $7K as of Q4 2021.
  • iShares MSCI South Korea ETF was a new Next Financial Group position in Q4 2021.
  • iShares MSCI South Korea ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2312 holding.
  • Next Financial Group first reported a position in iShares MSCI South Korea ETF in Q3 2014 and has held it in 22 quarters since.
  • Next Financial Group's iShares MSCI South Korea ETF position peaked at $82K in Q3 2014.
  • 260 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.