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Moran Wealth Management’s iShares MSCI South Korea ETF EWY Stock Holding History

Moran Wealth Management’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
-119,505
Closed -$7.64M – 428
2024
Q3 		$7.64M Sell
119,505
-1,447
-1% -$93.7K 0.24% 128
2024
Q2 		$7.99M Buy
120,952
+204
+0.2% +$13.1K 0.26% 125
2024
Q1 		$8.1M Buy
+120,748
New +$7.66M 0.26% 132

Other funds holding EWY

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Moran Wealth Management's EWY Position: Q4 2024 in Review

Moran Wealth Management sold out of iShares MSCI South Korea ETF (EWY) in Q4 2024, closing a stake of 119,505 shares — an estimated $7.64M sold.

Moran Wealth Management first reported a position in EWY in Q1 2024 and held it in 3 quarters. The position peaked at $8.1M in Q1 2024. 226 funds tracked by Wall St. Rank hold EWY as of Q4 2024.

  • Moran Wealth Management reported no remaining iShares MSCI South Korea ETF position as of Q4 2024 after selling out during the quarter.
  • Moran Wealth Management sold 119,505 iShares MSCI South Korea ETF shares in Q4 2024, an estimated $7.64M.
  • Moran Wealth Management first reported a position in iShares MSCI South Korea ETF in Q1 2024 and held it in 3 quarters.
  • Moran Wealth Management's iShares MSCI South Korea ETF position peaked at $8.1M in Q1 2024.
  • 226 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q4 2024.

Based on Moran Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.