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

Morningstar Investment Services’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
2025
Q1 		$766K Buy
+14,167
New +$786K 0.14% 105
2024
Q4 		– Sell
-21,830
Closed -$1.45M – 219
2024
Q3 		$1.45M Sell
21,830
-160,478
-88% -$10.4M 0.01% 189
2024
Q2 		$12M Sell
182,308
-24,190
-12% -$1.56M 0.13% 120
2024
Q1 		$13.9M Sell
206,498
-605,174
-75% -$38.4M 0.15% 114
2023
Q4 		$53.6M Buy
811,672
+400,807
+98% +$24.4M 0.3% 87
2023
Q3 		$24.4M Sell
410,865
-3,685
-0.9% -$234K 0.31% 81
2023
Q2 		$26.1M Buy
414,550
+261,971
+172% +$16.4M 0.34% 85
2023
Q1 		$9.23M Buy
152,579
+12,305
+9% +$749K 0.12% 121
2022
Q4 		$8.01M Buy
140,274
+136,153
+3,304% +$7.46M 0.11% 122
2022
Q3 		$216K Sell
4,121
-26
-0.6% -$1.48K ﹤0.01% 213
2022
Q2 		$242K Sell
4,147
-133,269
-97% -$8.72M ﹤0.01% 204
2022
Q1 		$9.86M Buy
137,416
+16,192
+13% +$1.18M 0.11% 119
2021
Q4 		$9.44M Buy
121,224
+13,769
+13% +$1.09M 0.11% 119
2021
Q3 		$8.61M Sell
107,455
-148,422
-58% -$12.9M 0.1% 114
2021
Q2 		$23.8M Sell
255,877
-148,059
-37% -$13.6M 0.29% 88
2021
Q1 		$35.8M Sell
403,936
-7,704
-2% -$700K 0.47% 61
2020
Q4 		$35.4M Sell
411,640
-63,225
-13% -$4.68M 0.49% 59
2020
Q3 		$30.6M Sell
474,865
-43,653
-8% -$2.74M 0.48% 56
2020
Q2 		$29.7M Buy
518,518
+471,049
+992% +$24.9M 0.49% 57
2020
Q1 		$2.2M Buy
+47,469
New +$2.67M 0.04% 155

Other funds holding EWY

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
NFT
Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return

Morningstar Investment Services's EWY Position: Q1 2025 in Review

Morningstar Investment Services opened a new position in iShares MSCI South Korea ETF (EWY) in Q1 2025: 14,167 shares worth $766K. The stake represents 0.14% of the portfolio and ranks #105 among its holdings. This is a return to the name: Morningstar Investment Services previously reported a position in EWY as recently as Q3 2024.

Morningstar Investment Services first reported a position in EWY in Q1 2020 and has held it in 20 quarters since. The position peaked at $53.6M in Q4 2023. 236 funds tracked by Wall St. Rank hold EWY as of Q1 2025.

  • Morningstar Investment Services held 14,167 shares of iShares MSCI South Korea ETF worth $766K as of Q1 2025.
  • iShares MSCI South Korea ETF was a new Morningstar Investment Services position in Q1 2025.
  • iShares MSCI South Korea ETF made up 0.14% of Morningstar Investment Services's portfolio in Q1 2025, its #105 holding.
  • Morningstar Investment Services first reported a position in iShares MSCI South Korea ETF in Q1 2020 and has held it in 20 quarters since.
  • Morningstar Investment Services's iShares MSCI South Korea ETF position peaked at $53.6M in Q4 2023.
  • 236 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.