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Primoris Wealth Advisors’s iShares MSCI South Korea ETF EWY Stock Holding History

Primoris Wealth 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
2024
Q2 		– Sell
-14,500
Closed -$973K – 101
2024
Q1 		$973K Buy
+14,500
New +$920K 0.78% 39
2023
Q3 		– Sell
-84,800
Closed -$5.37M – 73
2023
Q2 		$5.37M Buy
+84,800
New +$5.31M 5.89% 2

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
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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Primoris Wealth Advisors's EWY Position: Q2 2024 in Review

Primoris Wealth Advisors sold out of iShares MSCI South Korea ETF (EWY) in Q2 2024, closing a stake of 14,500 shares — an estimated $973K sold.

Primoris Wealth Advisors first reported a position in EWY in Q2 2023 and held it in 2 quarters. The position peaked at $5.37M in Q2 2023. 256 funds tracked by Wall St. Rank hold EWY as of Q2 2024.

  • Primoris Wealth Advisors reported no remaining iShares MSCI South Korea ETF position as of Q2 2024 after selling out during the quarter.
  • Primoris Wealth Advisors sold 14,500 iShares MSCI South Korea ETF shares in Q2 2024, an estimated $973K.
  • Primoris Wealth Advisors first reported a position in iShares MSCI South Korea ETF in Q2 2023 and held it in 2 quarters.
  • Primoris Wealth Advisors's iShares MSCI South Korea ETF position peaked at $5.37M in Q2 2023.
  • 256 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q2 2024.

Based on Primoris Wealth Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.