AE Wealth Management’s iShares MSCI South Korea ETF EWY Stock Holding History

AE Wealth Management’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
2026 Q2	$38K	Sell	188 -104	-36%	-$18.4K	﹤0.01%	2145
2026 Q1	$35.9K	Sell	292 -6	-2%	-$751	﹤0.01%	2034
2025 Q4	$29K	Buy	298 +262	+728%	+$23.9K	﹤0.01%	1954
2025 Q3	$2.88K	Sell	36 -253	-88%	-$18.8K	﹤0.01%	2140
2025 Q2	$20.7K	Sell	289 -97	-25%	-$5.82K	﹤0.01%	1755
2025 Q1	$20.9K	Buy	386 +314	+436%	+$17.4K	﹤0.01%	1733
2024 Q4	$3.66K	Buy	+72	New	+$4.2K	﹤0.01%	1944
2023 Q3	–	Sell	-14,435	Closed	-$915K	–	1989
2023 Q2	$915K	Buy	+14,435	New	+$904K	0.01%	1123
2021 Q3	–	Sell	-6,305	Closed	-$587K	–	1660
2021 Q2	$587K	Buy	6,305 +1,011	+19%	+$93K	0.01%	1087
2021 Q1	$475K	Buy	+5,294	New	+$481K	﹤0.01%	1052

Other funds holding EWY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AE Wealth Management's EWY Position: Q2 2026 in Review

AE Wealth Management reduced its iShares MSCI South Korea ETF (EWY) stake by 36% in Q2 2026, selling an estimated $18.4K and leaving 188 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

AE Wealth Management first reported a position in EWY in Q1 2021 and has held it in 10 quarters since. The position peaked at $915K in Q2 2023. 600 funds tracked by Wall St. Rank hold EWY as of Q2 2026.

AE Wealth Management held 188 shares of iShares MSCI South Korea ETF worth $38K as of Q2 2026.
AE Wealth Management sold 104 iShares MSCI South Korea ETF shares in Q2 2026, an estimated $18.4K.
iShares MSCI South Korea ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2145 holding.
AE Wealth Management first reported a position in iShares MSCI South Korea ETF in Q1 2021 and has held it in 10 quarters since.
AE Wealth Management's iShares MSCI South Korea ETF position peaked at $915K in Q2 2023.
600 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.