WI
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Wintrust Investments’s iShares MSCI South Korea ETF EWY Stock Holding History

Wintrust Investments’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
Q4 		– Sell
-593
Closed -$37K – 452
2024
Q3 		$37K Sell
593
-5,537
-90% -$359K 0.03% 356
2024
Q2 		$405K Buy
6,130
+150
+3% +$9.66K 0.03% 321
2024
Q1 		$401K Buy
5,980
+200
+3% +$12.7K 0.04% 322
2023
Q4 		$379K Buy
+5,780
New +$352K 0.04% 323
2023
Q3 		– Sell
-3,150
Closed -$200K – 417
2023
Q2 		$200K Buy
+3,150
New +$197K 0.02% 412

Other funds holding EWY

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wintrust Investments's EWY Position: Q4 2024 in Review

Wintrust Investments sold out of iShares MSCI South Korea ETF (EWY) in Q4 2024, closing a stake of 593 shares — an estimated $37K sold.

Wintrust Investments first reported a position in EWY in Q2 2023 and held it in 5 quarters. The position peaked at $405K in Q2 2024. 226 funds tracked by Wall St. Rank hold EWY as of Q4 2024.

  • Wintrust Investments reported no remaining iShares MSCI South Korea ETF position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 593 iShares MSCI South Korea ETF shares in Q4 2024, an estimated $37K.
  • Wintrust Investments first reported a position in iShares MSCI South Korea ETF in Q2 2023 and held it in 5 quarters.
  • Wintrust Investments's iShares MSCI South Korea ETF position peaked at $405K in Q2 2024.
  • 226 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.