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Smith Salley Wealth Management’s iShares MSCI South Korea ETF EWY Stock Holding History

Smith Salley Wealth Management’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
2020
Q3 		– Sell
-3,595
Closed -$205K – 191
2020
Q2 		$205K Buy
+3,595
New +$190K 0.03% 184
2020
Q1 		– Sell
-3,620
Closed -$225K – 188
2019
Q4 		$225K Sell
3,620
-254
-7% -$15.1K 0.03% 183
2019
Q3 		$218K Hold
3,874
– – 0.03% 180
2019
Q2 		$232K Buy
3,874
+150
+4% +$8.9K 0.04% 173
2019
Q1 		$227K Buy
3,724
+127
+4% +$7.88K 0.04% 164
2018
Q4 		$212K Sell
3,597
-142
-4% -$8.58K 0.04% 161
2018
Q3 		$255K Hold
3,739
– – 0.04% 167
2018
Q2 		$253K Hold
3,739
– – 0.04% 158
2018
Q1 		$282K Sell
3,739
-21
-0.6% -$1.58K 0.05% 147
2017
Q4 		$282K Sell
3,760
-62
-2% -$4.58K 0.05% 150
2017
Q3 		$264K Hold
3,822
– – 0.05% 147
2017
Q2 		$259K Sell
3,822
-28
-0.7% -$1.82K 0.05% 149
2017
Q1 		$238K Buy
+3,850
New +$225K 0.05% 154
2016
Q4 		– Sell
-3,858
Closed -$224K – 158
2016
Q3 		$224K Hold
3,858
– – 0.05% 143
2016
Q2 		$201K Sell
3,858
-205
-5% -$10.5K 0.05% 153
2016
Q1 		$215K Hold
4,063
– – 0.05% 148
2015
Q4 		$202K Buy
+4,063
New +$213K 0.05% 155
2015
Q3 		– Sell
-3,802
Closed -$210K – 159
2015
Q2 		$210K Hold
3,802
– – 0.05% 151
2015
Q1 		$218K Buy
3,802
+38
+1% +$2.14K 0.06% 153
2014
Q4 		$208K Sell
3,764
-233
-6% -$13.3K 0.05% 160
2014
Q3 		$242K Buy
3,997
+37
+0.9% +$2.4K 0.06% 155
2014
Q2 		$257K Sell
3,960
-15
-0.4% -$960 0.07% 160
2014
Q1 		$245K Hold
3,975
– – 0.15% 98
2013
Q4 		$257K Buy
3,975
+15
+0.4% +$952 0.17% 88
2013
Q3 		$244K Buy
+3,960
New +$227K 0.2% 71

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Smith Salley Wealth Management's EWY Position: Q3 2020 in Review

Smith Salley Wealth Management sold out of iShares MSCI South Korea ETF (EWY) in Q3 2020, closing a stake of 3,595 shares — an estimated $205K sold.

Smith Salley Wealth Management first reported a position in EWY in Q3 2013 and held it in 25 quarters. The position peaked at $282K in Q1 2018. 230 funds tracked by Wall St. Rank hold EWY as of Q3 2020.

  • Smith Salley Wealth Management reported no remaining iShares MSCI South Korea ETF position as of Q3 2020 after selling out during the quarter.
  • Smith Salley Wealth Management sold 3,595 iShares MSCI South Korea ETF shares in Q3 2020, an estimated $205K.
  • Smith Salley Wealth Management first reported a position in iShares MSCI South Korea ETF in Q3 2013 and held it in 25 quarters.
  • Smith Salley Wealth Management's iShares MSCI South Korea ETF position peaked at $282K in Q1 2018.
  • 230 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q3 2020.

Based on Smith Salley Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.