L.J. Altfest & Co’s iShares MSCI South Korea ETF EWY Stock Holding History

L.J. Altfest & Co’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	$439K	Sell	2,174 -38,985	-95%	-$6.88M	0.04%	231
2026 Q1	$5.06M	Sell	41,159 -7,931	-16%	-$992K	0.54%	41
2025 Q4	$4.77M	Sell	49,090 -10,270	-17%	-$939K	0.52%	42
2025 Q3	$4.75M	Sell	59,360 -30,272	-34%	-$2.25M	0.53%	46
2025 Q2	$6.43M	Buy	+89,632	New	+$5.38M	0.76%	28
2024 Q3	–	Sell	-28,622	Closed	-$1.89M	–	342
2024 Q2	$1.89M	Buy	28,622 +859	+3%	+$55.3K	0.26%	66
2024 Q1	$1.86M	Buy	+27,763	New	+$1.76M	0.26%	67
2023 Q4	–	Sell	-4,213	Closed	-$248K	–	310
2023 Q3	$248K	Sell	4,213 -14,697	-78%	-$933K	0.04%	261
2023 Q2	$1.2M	Sell	18,910 -4,362	-19%	-$273K	0.18%	85
2023 Q1	$1.43M	Buy	+23,272	New	+$1.42M	0.22%	67
2020 Q1	–	Sell	-11,109	Closed	-$691K	–	207
2019 Q4	$691K	Buy	+11,109	New	+$659K	0.17%	86
2018 Q4	–	Sell	-15,508	Closed	-$1.06M	–	163
2018 Q3	$1.06M	Sell	15,508 -134,893	-90%	-$8.93M	0.31%	57
2018 Q2	$10.2M	Buy	150,401 +27,320	+22%	+$1.99M	3.79%	6
2018 Q1	$9.29M	Buy	123,081 +98,043	+392%	+$7.36M	4.01%	4
2017 Q4	$1.88M	Buy	25,038 +6,707	+37%	+$496K	0.71%	26
2017 Q3	$1.27M	Buy	+18,331	New	+$1.26M	0.62%	43

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

L.J. Altfest & Co's EWY Position: Q2 2026 in Review

L.J. Altfest & Co reduced its iShares MSCI South Korea ETF (EWY) stake by 95% in Q2 2026, selling an estimated $6.88M and leaving 2,174 shares worth $439K. The position accounts for 0.04% of the portfolio, ranked #231.

L.J. Altfest & Co first reported a position in EWY in Q3 2017 and has held it in 16 quarters since. The position peaked at $10.2M in Q2 2018. 600 funds tracked by Wall St. Rank hold EWY as of Q2 2026.

L.J. Altfest & Co held 2,174 shares of iShares MSCI South Korea ETF worth $439K as of Q2 2026.
L.J. Altfest & Co sold 38,985 iShares MSCI South Korea ETF shares in Q2 2026, an estimated $6.88M.
iShares MSCI South Korea ETF made up 0.04% of L.J. Altfest & Co's portfolio in Q2 2026, its #231 holding.
L.J. Altfest & Co first reported a position in iShares MSCI South Korea ETF in Q3 2017 and has held it in 16 quarters since.
L.J. Altfest & Co's iShares MSCI South Korea ETF position peaked at $10.2M in Q2 2018.
600 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.