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

Willow Street 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
2013
Q4 		$3.22M Sell
49,850
-350
-0.7% -$22.2K 1.8% 14
2013
Q3 		$3.09M Buy
50,200
+12,375
+33% +$708K 1.91% 12
2013
Q2 		$2.79M Buy
+37,825
New +$2.13M 1.79% 12

Other funds holding EWY

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Willow Street Advisors's EWY Position: Q4 2013 in Review

Willow Street Advisors reduced its iShares MSCI South Korea ETF (EWY) stake by 0.7% in Q4 2013, selling an estimated $22.2K and leaving 49,850 shares worth $3.22M. The position accounts for 1.8% of the portfolio, ranked #14.

Willow Street Advisors first reported a position in EWY in Q2 2013 and has held it in 3 quarters since. 245 funds tracked by Wall St. Rank hold EWY as of Q4 2013.

  • Willow Street Advisors held 49,850 shares of iShares MSCI South Korea ETF worth $3.22M as of Q4 2013.
  • Willow Street Advisors sold 350 iShares MSCI South Korea ETF shares in Q4 2013, an estimated $22.2K.
  • iShares MSCI South Korea ETF made up 1.8% of Willow Street Advisors's portfolio in Q4 2013, its #14 holding.
  • Willow Street Advisors first reported a position in iShares MSCI South Korea ETF in Q2 2013 and has held it in 3 quarters since.
  • 245 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q4 2013.

Based on Willow Street Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.