AWM
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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return