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U.S. Capital Wealth Advisors’s iShares MSCI South Korea ETF EWY Stock Holding History

U.S. Capital 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
2023
Q1 		– Sell
-310
Closed -$17.5K – 918
2022
Q4 		$17.5K Buy
+310
New +$17K ﹤0.01% 1136

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

U.S. Capital Wealth Advisors's EWY Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of iShares MSCI South Korea ETF (EWY) in Q1 2023, closing a stake of 310 shares — an estimated $17.5K sold.

U.S. Capital Wealth Advisors first reported a position in EWY in Q4 2022 and held it in 1 quarter. The position peaked at $17.5K in Q4 2022. 237 funds tracked by Wall St. Rank hold EWY as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining iShares MSCI South Korea ETF position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 310 iShares MSCI South Korea ETF shares in Q1 2023, an estimated $17.5K.
  • U.S. Capital Wealth Advisors first reported a position in iShares MSCI South Korea ETF in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's iShares MSCI South Korea ETF position peaked at $17.5K in Q4 2022.
  • 237 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.