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

United Capital 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
2018
Q3 		– Sell
-24,921
Closed -$1.69M – 1346
2018
Q2 		$1.69M Sell
24,921
-207
-0.8% -$15.1K 0.01% 632
2018
Q1 		$1.9M Sell
25,128
-229
-0.9% -$17.2K 0.01% 605
2017
Q4 		$1.9M Sell
25,357
-4,944
-16% -$366K 0.02% 605
2017
Q3 		$2.09M Sell
30,301
-1,287
-4% -$88.5K 0.02% 560
2017
Q2 		$2.14M Sell
31,588
-4,935
-14% -$321K 0.02% 551
2017
Q1 		$2.26M Sell
36,523
-11,614
-24% -$679K 0.02% 532
2016
Q4 		$2.56M Sell
48,137
-6,393
-12% -$349K 0.02% 510
2016
Q3 		$3.17M Buy
54,530
+20,912
+62% +$1.17M 0.03% 474
2016
Q2 		$1.75M Buy
+33,618
New +$1.73M 0.02% 584
2015
Q3 		– Sell
-28,404
Closed -$1.56M – 1266
2015
Q2 		$1.56M Sell
28,404
-1,742
-6% -$102K 0.02% 636
2015
Q1 		$1.84M Buy
30,146
+25,013
+487% +$1.41M 0.02% 588
2014
Q4 		$284K Buy
5,133
+642
+14% +$36.5K ﹤0.01% 990
2014
Q3 		$272K Buy
+4,491
New +$291K ﹤0.01% 957

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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

United Capital Financial Advisors's EWY Position: Q3 2018 in Review

United Capital Financial Advisors sold out of iShares MSCI South Korea ETF (EWY) in Q3 2018, closing a stake of 24,921 shares — an estimated $1.69M sold.

United Capital Financial Advisors first reported a position in EWY in Q3 2014 and held it in 13 quarters. The position peaked at $3.17M in Q3 2016. 227 funds tracked by Wall St. Rank hold EWY as of Q3 2018.

  • United Capital Financial Advisors reported no remaining iShares MSCI South Korea ETF position as of Q3 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 24,921 iShares MSCI South Korea ETF shares in Q3 2018, an estimated $1.69M.
  • United Capital Financial Advisors first reported a position in iShares MSCI South Korea ETF in Q3 2014 and held it in 13 quarters.
  • United Capital Financial Advisors's iShares MSCI South Korea ETF position peaked at $3.17M in Q3 2016.
  • 227 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q3 2018.

Based on United Capital Financial Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.