Palladiem’s iShares MSCI South Korea ETF EWY Stock Holding History

Palladiem’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 Q3	$706K	Sell	11,983 -370	-3%	-$23.5K	0.76%	27
2023 Q2	$783K	Hold	12,353	–	–	0.81%	24
2023 Q1	$756K	Buy	12,353 +5,020	+68%	+$305K	0.81%	24
2022 Q4	$414K	Buy	7,333 +595	+9%	+$32.6K	0.43%	31
2022 Q3	$319K	Hold	6,738	–	–	0.34%	36
2022 Q2	$392K	Buy	6,738 +295	+5%	+$19.3K	0.39%	33
2022 Q1	$459K	Hold	6,443	–	–	0.41%	32
2021 Q4	$502K	Hold	6,443	–	–	0.4%	30
2021 Q3	$520K	Sell	6,443 -165	-2%	-$14.4K	0.42%	29
2021 Q2	$616K	Hold	6,608	–	–	0.5%	31
2021 Q1	$593K	Sell	6,608 -2,189	-25%	-$199K	0.52%	27
2020 Q4	$757K	Buy	+8,797	New	+$651K	0.71%	27

Other funds holding EWY

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Palladiem's EWY Position: Q3 2023 in Review

Palladiem reduced its iShares MSCI South Korea ETF (EWY) stake by 3% in Q3 2023, selling an estimated $23.5K and leaving 11,983 shares worth $706K. The position accounts for 0.76% of the portfolio, ranked #27.

Palladiem first reported a position in EWY in Q4 2020 and has held it in 12 quarters since. The position peaked at $783K in Q2 2023. 242 funds tracked by Wall St. Rank hold EWY as of Q3 2023.

Palladiem held 11,983 shares of iShares MSCI South Korea ETF worth $706K as of Q3 2023.
Palladiem sold 370 iShares MSCI South Korea ETF shares in Q3 2023, an estimated $23.5K.
iShares MSCI South Korea ETF made up 0.76% of Palladiem's portfolio in Q3 2023, its #27 holding.
Palladiem first reported a position in iShares MSCI South Korea ETF in Q4 2020 and has held it in 12 quarters since.
Palladiem's iShares MSCI South Korea ETF position peaked at $783K in Q2 2023.
242 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q3 2023.

Based on Palladiem's 13F filing for Q3 2023, filed 8 Dec 2023.