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Wakefield Asset Management’s iShares MSCI South Korea ETF EWY Stock Holding History

Wakefield Asset 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
Q2 		$757K Sell
3,748
-1,547
-29% -$273K 0.17% 152
2026
Q1 		$651K Sell
5,295
-3,094
-37% -$387K 0.17% 152
2025
Q4 		$816K Sell
8,389
-196
-2% -$17.9K 0.22% 140
2025
Q3 		$688K Sell
8,585
-238
-3% -$17.7K 0.19% 146
2025
Q2 		$633K Sell
8,823
-141
-2% -$8.46K 0.18% 149
2025
Q1 		$484K Buy
8,964
+192
+2% +$10.6K 0.15% 153
2024
Q4 		$446K Buy
8,772
+89
+1% +$5.19K 0.15% 140
2024
Q3 		$555K Sell
8,683
-43
-0.5% -$2.78K 0.18% 126
2024
Q2 		$577K Sell
8,726
-702
-7% -$45.2K 0.2% 124
2024
Q1 		$633K Buy
9,428
+314
+3% +$19.9K 0.22% 125
2023
Q4 		$597K Sell
9,114
-77
-0.8% -$4.68K 0.22% 126
2023
Q3 		$542K Sell
9,191
-6
-0.1% -$381 0.24% 123
2023
Q2 		$583K Buy
9,197
+162
+2% +$10.1K 0.23% 124
2023
Q1 		$553K Sell
9,035
-491
-5% -$29.9K 0.23% 125
2022
Q4 		$538K Sell
9,526
-51
-0.5% -$2.79K 0.23% 128
2022
Q3 		$454K Buy
9,577
+311
+3% +$17.7K 0.21% 128
2022
Q2 		$539K Sell
9,266
-183
-2% -$12K 0.23% 125
2022
Q1 		$673K Buy
9,449
+1,246
+15% +$90.4K 0.24% 126
2021
Q4 		$639K Buy
8,203
+120
+1% +$9.49K 0.22% 135
2021
Q3 		$652K Buy
8,083
+878
+12% +$76.4K 0.25% 119
2021
Q2 		$671K Buy
7,205
+183
+3% +$16.8K 0.25% 121
2021
Q1 		$630K Sell
7,022
-149
-2% -$13.5K 0.25% 122
2020
Q4 		$617K Sell
7,171
-711
-9% -$52.6K 0.26% 120
2020
Q3 		$515K Sell
7,882
-206
-3% -$12.9K 0.24% 113
2020
Q2 		$462K Sell
8,088
-3,239
-29% -$171K 0.22% 125
2020
Q1 		$531K Buy
11,327
+3,040
+37% +$171K 0.29% 85
2019
Q4 		$515K Buy
8,287
+1,658
+25% +$98.4K 0.21% 126
2019
Q3 		$373K Sell
6,629
-66
-1% -$3.65K 0.16% 133
2019
Q2 		$401K Sell
6,695
-1,230
-16% -$73K 0.16% 132
2019
Q1 		$483K Buy
+7,925
New +$491K 0.17% 132

Other funds holding EWY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wakefield Asset Management's EWY Position: Q2 2026 in Review

Wakefield Asset Management reduced its iShares MSCI South Korea ETF (EWY) stake by 29% in Q2 2026, selling an estimated $273K and leaving 3,748 shares worth $757K. The position accounts for 0.17% of the portfolio, ranked #152.

Wakefield Asset Management first reported a position in EWY in Q1 2019 and has held it in 30 quarters since. The position peaked at $816K in Q4 2025. 599 funds tracked by Wall St. Rank hold EWY as of Q2 2026.

  • Wakefield Asset Management held 3,748 shares of iShares MSCI South Korea ETF worth $757K as of Q2 2026.
  • Wakefield Asset Management sold 1,547 iShares MSCI South Korea ETF shares in Q2 2026, an estimated $273K.
  • iShares MSCI South Korea ETF made up 0.17% of Wakefield Asset Management's portfolio in Q2 2026, its #152 holding.
  • Wakefield Asset Management first reported a position in iShares MSCI South Korea ETF in Q1 2019 and has held it in 30 quarters since.
  • Wakefield Asset Management's iShares MSCI South Korea ETF position peaked at $816K in Q4 2025.
  • 599 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q2 2026.

Based on Wakefield Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.