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Plante Moran Financial Advisors’s iShares MSCI South Korea ETF EWY Stock Holding History

Plante Moran Financial Advisors’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
Q4 		– Sell
-33
Closed -$1.95K – 835
2023
Q3 		$1.95K Buy
+33
New +$2.09K ﹤0.01% 661
2021
Q3 		– Sell
-39
Closed -$4K – 950
2021
Q2 		$4K Buy
+39
New +$3.59K ﹤0.01% 815
2016
Q1 		– Sell
-215
Closed -$11K – 906
2015
Q4 		$11K Buy
+215
New +$11.3K 0.01% 552

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

Plante Moran Financial Advisors's EWY Position: Q4 2023 in Review

Plante Moran Financial Advisors sold out of iShares MSCI South Korea ETF (EWY) in Q4 2023, closing a stake of 33 shares — an estimated $1.95K sold.

Plante Moran Financial Advisors first reported a position in EWY in Q4 2015 and held it in 3 quarters. The position peaked at $11K in Q4 2015. 251 funds tracked by Wall St. Rank hold EWY as of Q4 2023.

  • Plante Moran Financial Advisors reported no remaining iShares MSCI South Korea ETF position as of Q4 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 33 iShares MSCI South Korea ETF shares in Q4 2023, an estimated $1.95K.
  • Plante Moran Financial Advisors first reported a position in iShares MSCI South Korea ETF in Q4 2015 and held it in 3 quarters.
  • Plante Moran Financial Advisors's iShares MSCI South Korea ETF position peaked at $11K in Q4 2015.
  • 251 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q4 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.