Patten Group’s iShares MSCI South Korea ETF EWY Stock Holding History

Patten Group’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 Q3	–	Sell	-5,703	Closed	-$377K	–	246
2024 Q2	$377K	Buy	5,703 +382	+7%	+$24.6K	0.09%	195
2024 Q1	$357K	Buy	+5,321	New	+$338K	0.09%	198
2019 Q1	–	Sell	-50	Closed	-$3K	–	304
2018 Q4	$3K	Hold	50	–	–	﹤0.01%	507
2018 Q3	$3K	Hold	50	–	–	﹤0.01%	623
2018 Q2	$3K	Hold	50	–	–	﹤0.01%	606
2018 Q1	$4K	Hold	50	–	–	﹤0.01%	520
2017 Q4	$4K	Hold	50	–	–	﹤0.01%	547
2017 Q3	$3K	Hold	50	–	–	﹤0.01%	560
2017 Q2	$3K	Sell	50 -120	-71%	-$7.8K	﹤0.01%	573
2017 Q1	$10K	Buy	170 +35	+26%	+$2.04K	﹤0.01%	463
2016 Q4	$8K	Hold	135	–	–	﹤0.01%	475
2016 Q3	$7.5K	Hold	135	–	–	﹤0.01%	489
2016 Q2	$7.03K	Hold	135	–	–	﹤0.01%	485
2016 Q1	$7.13K	Hold	135	–	–	﹤0.01%	501
2015 Q4	$6.71K	Hold	135	–	–	﹤0.01%	531
2015 Q3	$6.58K	Hold	135	–	–	﹤0.01%	469
2015 Q2	$7.44K	Buy	+135	New	+$7.92K	﹤0.01%	467
2015 Q1	–	Sell	-135	Closed	-$8K	–	189
2014 Q4	$8K	Buy	+135	New	+$7.68K	﹤0.01%	236

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

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

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

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

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

Bank of America

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

JP Morgan Chase

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return