Wambolt & Associates’s iShares MSCI South Korea ETF EWY Stock Holding History

Wambolt & Associates’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 Q1	–	Sell	-6,588	Closed	-$432K	–	228
2023 Q4	$432K	Sell	6,588 -4,868	-42%	-$296K	0.14%	175
2023 Q3	$670K	Buy	11,456 +835	+8%	+$53K	0.24%	135
2023 Q2	$673K	Buy	10,621 +828	+8%	+$51.9K	0.24%	134
2023 Q1	$596K	Buy	9,793 +518	+6%	+$31.5K	0.21%	144
2022 Q4	$524K	Buy	9,275 +346	+4%	+$19K	0.2%	145
2022 Q3	$423K	Buy	8,929 +438	+5%	+$25K	0.18%	156
2022 Q2	$494K	Buy	8,491 +1,670	+24%	+$109K	0.2%	148
2022 Q1	$484K	Buy	6,821 +2,607	+62%	+$189K	0.18%	155
2021 Q4	$328K	Buy	+4,214	New	+$333K	0.12%	194

Other funds holding EWY

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

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

PPFA

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

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Wambolt & Associates's EWY Position: Q1 2024 in Review

Wambolt & Associates sold out of iShares MSCI South Korea ETF (EWY) in Q1 2024, closing a stake of 6,588 shares — an estimated $432K sold.

Wambolt & Associates first reported a position in EWY in Q4 2021 and held it in 9 quarters. The position peaked at $673K in Q2 2023. 263 funds tracked by Wall St. Rank hold EWY as of Q1 2024.

Wambolt & Associates reported no remaining iShares MSCI South Korea ETF position as of Q1 2024 after selling out during the quarter.
Wambolt & Associates sold 6,588 iShares MSCI South Korea ETF shares in Q1 2024, an estimated $432K.
Wambolt & Associates first reported a position in iShares MSCI South Korea ETF in Q4 2021 and held it in 9 quarters.
Wambolt & Associates's iShares MSCI South Korea ETF position peaked at $673K in Q2 2023.
263 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q1 2024.

Based on Wambolt & Associates's 13F filing for Q1 2024, filed 30 Apr 2024.