WealthPLAN Partners’s iShares MSCI South Korea ETF EWY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
$3.3K Sell
58
-58
-50% -$3.24K ﹤0.01% 785
2016
Q2
$3.02K Buy
+116
New +$5.95K ﹤0.01% 2141

Other funds holding EWY

WealthPLAN Partners's EWY Position: Q3 2016 in Review

WealthPLAN Partners reduced its iShares MSCI South Korea ETF (EWY) stake by 50% in Q3 2016, selling an estimated $3.24K and leaving 58 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

WealthPLAN Partners first reported a position in EWY in Q2 2016 and has held it in 2 quarters since. 212 funds tracked by Wall St. Rank hold EWY as of Q3 2016.

  • WealthPLAN Partners held 58 shares of iShares MSCI South Korea ETF worth $3.3K as of Q3 2016.
  • WealthPLAN Partners sold 58 iShares MSCI South Korea ETF shares in Q3 2016, an estimated $3.24K.
  • iShares MSCI South Korea ETF made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #785 holding.
  • WealthPLAN Partners first reported a position in iShares MSCI South Korea ETF in Q2 2016 and has held it in 2 quarters since.
  • 212 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.