WAM
EWY icon

Wealthspire Advisors (Maryland)’s iShares MSCI South Korea ETF EWY Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-165
Closed -$10K – 952
2019
Q1 		$10K Hold
165
– – ﹤0.01% 1526
2018
Q4 		$10K Buy
+165
New +$9.97K ﹤0.01% 1462
2017
Q4 		– Sell
-25
Closed -$2K – 2463
2017
Q3 		$2K Hold
25
– – ﹤0.01% 1976
2017
Q2 		$2K Buy
+25
New +$1.62K ﹤0.01% 1980
2016
Q4 		– Sell
-650
Closed -$38K – 1772
2016
Q3 		$38K Buy
650
+77
+13% +$4.3K 0.01% 859
2016
Q2 		$30K Hold
573
– – 0.01% 865
2016
Q1 		$30K Hold
573
– – 0.01% 832
2015
Q4 		$28K Buy
+573
New +$30.1K 0.01% 867

Other funds holding EWY

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EWY Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares MSCI South Korea ETF (EWY) in Q2 2019, closing a stake of 165 shares — an estimated $10K sold.

Wealthspire Advisors (Maryland) first reported a position in EWY in Q4 2015 and held it in 8 quarters. The position peaked at $38K in Q3 2016. 216 funds tracked by Wall St. Rank hold EWY as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining iShares MSCI South Korea ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 165 iShares MSCI South Korea ETF shares in Q2 2019, an estimated $10K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares MSCI South Korea ETF in Q4 2015 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s iShares MSCI South Korea ETF position peaked at $38K in Q3 2016.
  • 216 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.