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

Reilly 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
2017
Q3 		– Sell
-75
Closed -$5K – 1001
2017
Q2 		$5K Hold
75
– – ﹤0.01% 760
2017
Q1 		$5K Hold
75
– – ﹤0.01% 732
2016
Q4 		$4K Hold
75
– – ﹤0.01% 703
2016
Q3 		$4K Hold
75
– – ﹤0.01% 671
2016
Q2 		$4K Hold
75
– – ﹤0.01% 636
2016
Q1 		$4K Hold
75
– – ﹤0.01% 959
2015
Q4 		$4K Hold
75
– – ﹤0.01% 971
2015
Q3 		$4K Hold
75
– – ﹤0.01% 1010
2015
Q2 		$4K Hold
75
– – ﹤0.01% 1112
2015
Q1 		$4K Buy
+75
New +$4.23K ﹤0.01% 1053

Other funds holding EWY

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Reilly Financial Advisors's EWY Position: Q3 2017 in Review

Reilly Financial Advisors sold out of iShares MSCI South Korea ETF (EWY) in Q3 2017, closing a stake of 75 shares — an estimated $5K sold.

Reilly Financial Advisors first reported a position in EWY in Q1 2015 and held it in 10 quarters. The position peaked at $5K in Q2 2017. 218 funds tracked by Wall St. Rank hold EWY as of Q3 2017.

  • Reilly Financial Advisors reported no remaining iShares MSCI South Korea ETF position as of Q3 2017 after selling out during the quarter.
  • Reilly Financial Advisors sold 75 iShares MSCI South Korea ETF shares in Q3 2017, an estimated $5K.
  • Reilly Financial Advisors first reported a position in iShares MSCI South Korea ETF in Q1 2015 and held it in 10 quarters.
  • Reilly Financial Advisors's iShares MSCI South Korea ETF position peaked at $5K in Q2 2017.
  • 218 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q3 2017.

Based on Reilly Financial Advisors's 13F filing for Q3 2017, filed 20 Oct 2017.