Investment House LLC’s iShares MSCI South Korea ETF EWY Stock Holding History

Investment House LLC’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
2024 Q1	–	Sell	-4,107	Closed	-$269K	–	215
2023 Q4	$269K	Buy	+4,107	New	+$250K	0.02%	178
2021 Q2	–	Sell	-5,855	Closed	-$525K	–	199
2021 Q1	$525K	Sell	5,855 -1,040	-15%	-$94.6K	0.04%	141
2020 Q4	$593K	Sell	6,895 -145	-2%	-$10.7K	0.04%	146
2020 Q3	$460K	Sell	7,040 -75	-1%	-$4.7K	0.04%	147
2020 Q2	$406K	Buy	+7,115	New	+$375K	0.04%	145
2020 Q1	–	Sell	-4,920	Closed	-$306K	–	183
2019 Q4	$306K	Buy	+4,920	New	+$292K	0.03%	187
2018 Q4	–	Sell	-4,905	Closed	-$335K	–	177
2018 Q3	$335K	Buy	4,905 +1,225	+33%	+$81.1K	0.04%	157
2018 Q2	$249K	Hold	3,680	–	–	0.03%	177
2018 Q1	$278K	Buy	+3,680	New	+$276K	0.03%	166
2017 Q4	–	Sell	-5,095	Closed	-$352K	–	195
2017 Q3	$352K	Buy	+5,095	New	+$350K	0.05%	152

Other funds holding EWY

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Investment House LLC's EWY Position: Q1 2024 in Review

Investment House LLC sold out of iShares MSCI South Korea ETF (EWY) in Q1 2024, closing a stake of 4,107 shares — an estimated $269K sold.

Investment House LLC first reported a position in EWY in Q3 2017 and held it in 10 quarters. The position peaked at $593K in Q4 2020. 263 funds tracked by Wall St. Rank hold EWY as of Q1 2024.

Investment House LLC reported no remaining iShares MSCI South Korea ETF position as of Q1 2024 after selling out during the quarter.
Investment House LLC sold 4,107 iShares MSCI South Korea ETF shares in Q1 2024, an estimated $269K.
Investment House LLC first reported a position in iShares MSCI South Korea ETF in Q3 2017 and held it in 10 quarters.
Investment House LLC's iShares MSCI South Korea ETF position peaked at $593K in Q4 2020.
263 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q1 2024.

Based on Investment House LLC's 13F filing for Q1 2024, filed 2 May 2024.