Lee Financial’s iShares MSCI South Korea ETF EWY Stock Holding History

Lee Financial’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
2023 Q4	–	Sell	-109	Closed	-$6.42K	–	878
2023 Q3	$6.42K	Hold	109	–	–	﹤0.01%	481
2023 Q2	$6.91K	Hold	109	–	–	﹤0.01%	465
2023 Q1	$6.67K	Hold	109	–	–	﹤0.01%	487
2022 Q4	$6.16K	Hold	109	–	–	﹤0.01%	519
2022 Q3	$5K	Hold	109	–	–	﹤0.01%	536
2022 Q2	$6K	Hold	109	–	–	﹤0.01%	526
2022 Q1	$8K	Hold	109	–	–	﹤0.01%	464
2021 Q4	$8K	Hold	109	–	–	﹤0.01%	539
2021 Q3	$9K	Hold	109	–	–	﹤0.01%	434
2021 Q2	$10K	Buy	+109	New	+$10K	﹤0.01%	408

Other funds holding EWY

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

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

PPFA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SLF

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

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

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

Lee Financial's EWY Position: Q4 2023 in Review

Lee Financial sold out of iShares MSCI South Korea ETF (EWY) in Q4 2023, closing a stake of 109 shares — an estimated $6.42K sold.

Lee Financial first reported a position in EWY in Q2 2021 and held it in 10 quarters. The position peaked at $10K in Q2 2021. 251 funds tracked by Wall St. Rank hold EWY as of Q4 2023.

Lee Financial reported no remaining iShares MSCI South Korea ETF position as of Q4 2023 after selling out during the quarter.
Lee Financial sold 109 iShares MSCI South Korea ETF shares in Q4 2023, an estimated $6.42K.
Lee Financial first reported a position in iShares MSCI South Korea ETF in Q2 2021 and held it in 10 quarters.
Lee Financial's iShares MSCI South Korea ETF position peaked at $10K in Q2 2021.
251 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.