Wharton Business Group’s iShares MSCI South Korea ETF EWY Stock Holding History

Wharton Business Group’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
2015 Q3	–	Sell	-56,458	Closed	-$3.11K	–	132
2015 Q2	$3.11K	Hold	56,458	–	–	0.21%	65
2015 Q1	$3.23M	Sell	56,458 -7,400	-12%	-$418K	0.27%	67
2014 Q4	$3.53M	Sell	63,858 -2,282	-3%	-$130K	0.29%	66
2014 Q3	$4M	Buy	66,140 +4,620	+8%	+$300K	0.36%	65
2014 Q2	$4M	Hold	61,520	–	–	0.44%	59
2014 Q1	$3.78M	Sell	61,520 -3,764	-6%	-$226K	0.31%	69
2013 Q4	$4.22M	Sell	65,284 -10,225	-14%	-$649K	0.36%	56
2013 Q3	$4.64M	Sell	75,509 -8,576	-10%	-$491K	0.39%	58
2013 Q2	$4.47M	Buy	+84,085	New	+$4.74M	0.39%	59

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

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

Wharton Business Group's EWY Position: Q3 2015 in Review

Wharton Business Group sold out of iShares MSCI South Korea ETF (EWY) in Q3 2015, closing a stake of 56,458 shares — an estimated $3.11K sold.

Wharton Business Group first reported a position in EWY in Q2 2013 and held it in 9 quarters. The position peaked at $4.64M in Q3 2013. 182 funds tracked by Wall St. Rank hold EWY as of Q3 2015.

Wharton Business Group reported no remaining iShares MSCI South Korea ETF position as of Q3 2015 after selling out during the quarter.
Wharton Business Group sold 56,458 iShares MSCI South Korea ETF shares in Q3 2015, an estimated $3.11K.
Wharton Business Group first reported a position in iShares MSCI South Korea ETF in Q2 2013 and held it in 9 quarters.
Wharton Business Group's iShares MSCI South Korea ETF position peaked at $4.64M in Q3 2013.
182 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q3 2015.

Based on Wharton Business Group's 13F filing for Q3 2015, filed 9 Nov 2015.