Laffer Tengler Investments’s iShares MSCI South Korea ETF EWY Stock Holding History

Laffer Tengler Investments’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 Q4	–	Sell	-3,604	Closed	-$231K	–	153
2024 Q3	$231K	Buy	3,604 +349	+11%	+$22.6K	0.05%	166
2024 Q2	$215K	Buy	3,255 +39	+1%	+$2.51K	0.05%	165
2024 Q1	$216K	Buy	3,216 +477	+17%	+$30.3K	0.06%	141
2023 Q4	$179K	Buy	2,739 +445	+19%	+$27.1K	0.05%	150
2023 Q3	$135K	Buy	2,294 +1,633	+247%	+$104K	0.04%	160
2023 Q2	$41.9K	Hold	661	–	–	0.01%	320
2023 Q1	$40.5K	Hold	661	–	–	0.01%	331
2022 Q4	$37.3K	Buy	+661	New	+$36.2K	0.01%	330
2013 Q3	–	Sell	-85,279	Closed	-$4.54M	–	269
2013 Q2	$4.54M	Buy	+85,279	New	+$4.8M	0.89%	37

Other funds holding EWY

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

PPFA

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

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

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

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Laffer Tengler Investments's EWY Position: Q4 2024 in Review

Laffer Tengler Investments sold out of iShares MSCI South Korea ETF (EWY) in Q4 2024, closing a stake of 3,604 shares — an estimated $231K sold.

Laffer Tengler Investments first reported a position in EWY in Q2 2013 and held it in 9 quarters. The position peaked at $4.54M in Q2 2013. 226 funds tracked by Wall St. Rank hold EWY as of Q4 2024.

Laffer Tengler Investments reported no remaining iShares MSCI South Korea ETF position as of Q4 2024 after selling out during the quarter.
Laffer Tengler Investments sold 3,604 iShares MSCI South Korea ETF shares in Q4 2024, an estimated $231K.
Laffer Tengler Investments first reported a position in iShares MSCI South Korea ETF in Q2 2013 and held it in 9 quarters.
Laffer Tengler Investments's iShares MSCI South Korea ETF position peaked at $4.54M in Q2 2013.
226 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q4 2024.

Based on Laffer Tengler Investments's 13F filing for Q4 2024, filed 6 Feb 2025.