Legacy Bridge’s iShares MSCI South Korea ETF EWY Stock Holding History

Legacy Bridge’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 Q2	–	Sell	-1,760	Closed	-$108K	–	294
2023 Q1	$108K	Hold	1,760	–	–	0.08%	165
2022 Q4	$99.4K	Hold	1,760	–	–	0.07%	167
2022 Q3	$83K	Hold	1,760	–	–	0.07%	170
2022 Q2	$102K	Hold	1,760	–	–	0.08%	166
2022 Q1	$125K	Hold	1,760	–	–	0.07%	166
2021 Q4	$137K	Hold	1,760	–	–	0.07%	162
2021 Q3	$142K	Hold	1,760	–	–	0.08%	156
2021 Q2	$164K	Hold	1,760	–	–	0.09%	153
2021 Q1	$158K	Hold	1,760	–	–	0.1%	146
2020 Q4	$151K	Hold	1,760	–	–	0.11%	143
2020 Q3	$115K	Hold	1,760	–	–	0.11%	143
2020 Q2	$101K	Hold	1,760	–	–	0.11%	143
2020 Q1	$83K	Hold	1,760	–	–	0.1%	146
2019 Q4	$109K	Hold	1,760	–	–	0.09%	161
2019 Q3	$99K	Hold	1,760	–	–	0.09%	160
2019 Q2	$105K	Sell	1,760 -350	-17%	-$20.8K	0.1%	155
2019 Q1	$129K	Hold	2,110	–	–	0.13%	145
2018 Q4	$124K	Buy	+2,110	New	+$128K	0.15%	134

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

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

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

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

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

Legacy Bridge's EWY Position: Q2 2023 in Review

Legacy Bridge sold out of iShares MSCI South Korea ETF (EWY) in Q2 2023, closing a stake of 1,760 shares — an estimated $108K sold.

Legacy Bridge first reported a position in EWY in Q4 2018 and held it in 18 quarters. The position peaked at $164K in Q2 2021. 246 funds tracked by Wall St. Rank hold EWY as of Q2 2023.

Legacy Bridge reported no remaining iShares MSCI South Korea ETF position as of Q2 2023 after selling out during the quarter.
Legacy Bridge sold 1,760 iShares MSCI South Korea ETF shares in Q2 2023, an estimated $108K.
Legacy Bridge first reported a position in iShares MSCI South Korea ETF in Q4 2018 and held it in 18 quarters.
Legacy Bridge's iShares MSCI South Korea ETF position peaked at $164K in Q2 2021.
246 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q2 2023.

Based on Legacy Bridge's 13F filing for Q2 2023, filed 11 Jul 2023.