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Morningstar Investment Management’s iShares MSCI South Korea ETF EWY Stock Holding History

Morningstar Investment 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
2026
Q1 		– Sell
-38,951
Closed -$3.79M – 332
2025
Q4 		$3.79M Sell
38,951
-28,958
-43% -$2.65M 0.22% 104
2025
Q3 		$5.44M Sell
67,909
-250,548
-79% -$18.7M 0.2% 130
2025
Q2 		$22.9M Sell
318,457
-108,319
-25% -$6.5M 2.01% 13
2025
Q1 		$23.1M Buy
426,776
+217,508
+104% +$12.1M 1.96% 15
2024
Q4 		$10.7M Buy
209,268
+108,170
+107% +$6.3M 0.84% 20
2024
Q3 		$6.43M Sell
101,098
-34,425
-25% -$2.23M 0.64% 23
2024
Q2 		$8.96M Hold
135,523
– – 0.94% 16
2024
Q1 		$9.1M Hold
135,523
– – 0.99% 16
2023
Q4 		$8.88M Sell
135,523
-178,762
-57% -$10.9M 1.02% 16
2023
Q3 		$18.5M Sell
314,285
-57,483
-15% -$3.65M 2.54% 10
2023
Q2 		$23.6M Sell
371,768
-21,880
-6% -$1.37M 3.13% 8
2023
Q1 		$24.1M Buy
393,648
+32,556
+9% +$1.98M 3.55% 12
2022
Q4 		$20.4M Buy
361,092
+10,082
+3% +$552K 3.45% 10
2022
Q3 		$16.6M Buy
351,010
+228,935
+188% +$13.1M 3.15% 12
2022
Q2 		$7.1M Buy
122,075
+87,125
+249% +$5.7M 1.35% 18
2022
Q1 		$2.49M Buy
+34,950
New +$2.54M 0.47% 35
2021
Q3 		– Sell
-160,726
Closed -$15M – 45
2021
Q2 		$15M Buy
160,726
+194
+0.1% +$17.8K 1.68% 19
2021
Q1 		$14.4M Sell
160,532
-11,540
-7% -$1.05M 1.44% 20
2020
Q4 		$14.8M Sell
172,072
-54,530
-24% -$4.04M 1.66% 19
2020
Q3 		$14.8M Sell
226,602
-165,808
-42% -$10.4M 1.84% 19
2020
Q2 		$22.4M Buy
392,410
+287,999
+276% +$15.2M 3.09% 14
2020
Q1 		$4.9M Buy
104,411
+66,966
+179% +$3.77M 0.9% 22
2019
Q4 		$2.33M Buy
37,445
+6,268
+20% +$372K 0.43% 20
2019
Q3 		$1.73M Buy
31,177
+3,496
+13% +$193K 0.49% 17
2019
Q2 		$1.66M Buy
+27,681
New +$1.64M 0.51% 19

Other funds holding EWY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Morningstar Investment Management's EWY Position: Q1 2026 in Review

Morningstar Investment Management sold out of iShares MSCI South Korea ETF (EWY) in Q1 2026, closing a stake of 38,951 shares — an estimated $3.79M sold.

Morningstar Investment Management first reported a position in EWY in Q2 2019 and held it in 25 quarters. The position peaked at $24.1M in Q1 2023. 468 funds tracked by Wall St. Rank hold EWY as of Q1 2026.

  • Morningstar Investment Management reported no remaining iShares MSCI South Korea ETF position as of Q1 2026 after selling out during the quarter.
  • Morningstar Investment Management sold 38,951 iShares MSCI South Korea ETF shares in Q1 2026, an estimated $3.79M.
  • Morningstar Investment Management first reported a position in iShares MSCI South Korea ETF in Q2 2019 and held it in 25 quarters.
  • Morningstar Investment Management's iShares MSCI South Korea ETF position peaked at $24.1M in Q1 2023.
  • 468 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q1 2026.

Based on Morningstar Investment Management's 13F filing for Q1 2026, filed 14 May 2026.