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

SFMG 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
2015 Q4	–	Sell	-13,025	Closed	-$635K	–	112
2015 Q3	$635K	Sell	13,025 -310	-2%	-$15.5K	0.15%	62
2015 Q2	$735K	Sell	13,335 -15,285	-53%	-$897K	0.16%	65
2015 Q1	$1.64M	Buy	28,620 +14,785	+107%	+$834K	0.13%	61
2014 Q4	$765K	Buy	+13,835	New	+$787K	0.17%	69

Other funds holding EWY

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

SFMG Wealth Advisors's EWY Position: Q4 2015 in Review

SFMG Wealth Advisors sold out of iShares MSCI South Korea ETF (EWY) in Q4 2015, closing a stake of 13,025 shares — an estimated $635K sold.

SFMG Wealth Advisors first reported a position in EWY in Q4 2014 and held it in 4 quarters. The position peaked at $1.64M in Q1 2015. 201 funds tracked by Wall St. Rank hold EWY as of Q4 2015.

SFMG Wealth Advisors reported no remaining iShares MSCI South Korea ETF position as of Q4 2015 after selling out during the quarter.
SFMG Wealth Advisors sold 13,025 iShares MSCI South Korea ETF shares in Q4 2015, an estimated $635K.
SFMG Wealth Advisors first reported a position in iShares MSCI South Korea ETF in Q4 2014 and held it in 4 quarters.
SFMG Wealth Advisors's iShares MSCI South Korea ETF position peaked at $1.64M in Q1 2015.
201 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q4 2015.

Based on SFMG Wealth Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.