Rockefeller Financial Services’s iShares MSCI South Korea ETF EWY Stock Holding History

Rockefeller Financial Services’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 Q4	$2.63M	Buy	+35,041	New	+$2.59M	0.04%	172
2017 Q1	–	Sell	-5,723	Closed	-$305K	–	478
2016 Q4	$305K	Buy	+5,723	New	+$313K	0.01%	291
2016 Q3	–	Sell	-1,953	Closed	-$102K	–	468
2016 Q2	$102K	Sell	1,953 -5,543	-74%	-$284K	﹤0.01%	357
2016 Q1	$396K	Hold	7,496	–	–	0.01%	271
2015 Q4	$372K	Buy	7,496 +5,747	+329%	+$302K	0.01%	283
2015 Q3	$85K	Buy	1,749 +50	+3%	+$2.49K	﹤0.01%	393
2015 Q2	$94K	Hold	1,699	–	–	﹤0.01%	364
2015 Q1	$97K	Hold	1,699	–	–	﹤0.01%	381
2014 Q4	$94K	Buy	+1,699	New	+$96.7K	﹤0.01%	358
2014 Q3	–	Sell	-2,079	Closed	-$135K	–	518
2014 Q2	$135K	Sell	2,079 -2,057	-50%	-$132K	﹤0.01%	363
2014 Q1	$254K	Hold	4,136	–	–	0.01%	319
2013 Q4	$267K	Sell	4,136 -1,158	-22%	-$73.5K	0.01%	324
2013 Q3	$326K	Sell	5,294 -1,660	-24%	-$95K	0.01%	293
2013 Q2	$370K	Buy	+6,954	New	+$392K	0.01%	274

Other funds holding EWY

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Rockefeller Financial Services's EWY Position: Q4 2017 in Review

Rockefeller Financial Services opened a new position in iShares MSCI South Korea ETF (EWY) in Q4 2017: 35,041 shares worth $2.63M. The stake represents 0.04% of the portfolio and ranks #172 among its holdings. This is a return to the name: Rockefeller Financial Services previously reported a position in EWY as recently as Q4 2016.

Rockefeller Financial Services first reported a position in EWY in Q2 2013 and has held it in 14 quarters since. 252 funds tracked by Wall St. Rank hold EWY as of Q4 2017.

Rockefeller Financial Services held 35,041 shares of iShares MSCI South Korea ETF worth $2.63M as of Q4 2017.
iShares MSCI South Korea ETF was a new Rockefeller Financial Services position in Q4 2017.
iShares MSCI South Korea ETF made up 0.04% of Rockefeller Financial Services's portfolio in Q4 2017, its #172 holding.
Rockefeller Financial Services first reported a position in iShares MSCI South Korea ETF in Q2 2013 and has held it in 14 quarters since.
252 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.