WFG Advisors’s iShares MSCI South Korea ETF EWY Stock Holding History

WFG 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
2016 Q4	–	Sell	-1,553	Closed	-$90K	–	1607
2016 Q3	$90K	Buy	1,553 +1,500	+2,830%	+$83.8K	0.02%	550
2016 Q2	$3K	Hold	53	–	–	﹤0.01%	1319
2016 Q1	$3K	Hold	53	–	–	﹤0.01%	1273
2015 Q4	$3K	Buy	53 +2	+4%	+$105	﹤0.01%	1298
2015 Q3	$3K	Sell	51 -845	-94%	-$42.1K	﹤0.01%	1346
2015 Q2	$49K	Sell	896 -458	-34%	-$26.9K	0.01%	733
2015 Q1	$78K	Buy	1,354 +845	+166%	+$47.7K	0.02%	606
2014 Q4	$28K	Hold	509	–	–	0.01%	1109
2014 Q3	$31K	Hold	509	–	–	0.01%	1101
2014 Q2	$33K	Sell	509 -600	-54%	-$38.4K	0.01%	1063
2014 Q1	$68K	Buy	1,109 +310	+39%	+$18.6K	0.01%	776
2013 Q4	$52K	Buy	799 +196	+33%	+$12.4K	0.01%	988
2013 Q3	$37K	Sell	603 -241	-29%	-$13.8K	0.01%	1037
2013 Q2	$45K	Buy	+844	New	+$47.5K	0.01%	922

Other funds holding EWY

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Yale University New Haven, Connecticut $2.05M AUM 1.81% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WFG Advisors's EWY Position: Q4 2016 in Review

WFG Advisors sold out of iShares MSCI South Korea ETF (EWY) in Q4 2016, closing a stake of 1,553 shares — an estimated $90K sold.

WFG Advisors first reported a position in EWY in Q2 2013 and held it in 14 quarters. The position peaked at $90K in Q3 2016. 201 funds tracked by Wall St. Rank hold EWY as of Q4 2016.

WFG Advisors reported no remaining iShares MSCI South Korea ETF position as of Q4 2016 after selling out during the quarter.
WFG Advisors sold 1,553 iShares MSCI South Korea ETF shares in Q4 2016, an estimated $90K.
WFG Advisors first reported a position in iShares MSCI South Korea ETF in Q2 2013 and held it in 14 quarters.
WFG Advisors's iShares MSCI South Korea ETF position peaked at $90K in Q3 2016.
201 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.