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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
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
YU
Yale University New Haven, Connecticut $2.05M AUM 1.81% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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.