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

WealthSource Partners’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 Q4	$212K	Sell	3,240 -440	-12%	-$26.8K	0.01%	473
2023 Q3	$217K	Hold	3,680	–	–	0.01%	462
2023 Q2	$233K	Sell	3,680 -3,650	-50%	-$229K	0.02%	455
2023 Q1	$449K	Hold	7,330	–	–	0.03%	328
2022 Q4	$414K	Hold	7,330	–	–	0.03%	334
2022 Q3	$347K	Sell	7,330 -2,915	-28%	-$166K	0.03%	365
2022 Q2	$596K	Sell	10,245 -15	-0.1%	-$981	0.04%	272
2022 Q1	$731K	Buy	10,260 +2,060	+25%	+$149K	0.05%	268
2021 Q4	$639K	Sell	8,200 -1,195	-13%	-$94.5K	0.05%	268
2021 Q3	$758K	Sell	9,395 -115	-1%	-$10K	0.07%	210
2021 Q2	$886K	Buy	9,510 +7,255	+322%	+$667K	0.08%	187
2021 Q1	$202K	Buy	+2,255	New	+$205K	0.02%	412
2017 Q2	–	Sell	-3,342	Closed	-$207K	–	292
2017 Q1	$207K	Buy	+3,342	New	+$195K	0.08%	258

Other funds holding EWY

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

WealthSource Partners's EWY Position: Q4 2023 in Review

WealthSource Partners reduced its iShares MSCI South Korea ETF (EWY) stake by 12% in Q4 2023, selling an estimated $26.8K and leaving 3,240 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #473.

WealthSource Partners first reported a position in EWY in Q1 2017 and has held it in 13 quarters since. The position peaked at $886K in Q2 2021. 251 funds tracked by Wall St. Rank hold EWY as of Q4 2023.

WealthSource Partners held 3,240 shares of iShares MSCI South Korea ETF worth $212K as of Q4 2023.
WealthSource Partners sold 440 iShares MSCI South Korea ETF shares in Q4 2023, an estimated $26.8K.
iShares MSCI South Korea ETF made up 0.01% of WealthSource Partners's portfolio in Q4 2023, its #473 holding.
WealthSource Partners first reported a position in iShares MSCI South Korea ETF in Q1 2017 and has held it in 13 quarters since.
WealthSource Partners's iShares MSCI South Korea ETF position peaked at $886K in Q2 2021.
251 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.