WestEnd Advisors, LLC EWY Ishares Inc MSCI South Korea Index Fd.

Ownership history in WestEnd Advisors, LLC  ·  10 quarters on record

AI Ownership Summary

WestEnd Advisors, LLC reported Ishares Inc MSCI South Korea Index Fd. (EWY) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows EWY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EWY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WestEnd Advisors, LLC's position in Ishares Inc MSCI South Korea Index Fd., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EWY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WestEnd Advisors, LLC held EWY — position size vs. price
% of Fund (quarterly)    EWY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,654 +468 +39.5% 0.00% $203K 2026-04-22 $155.80
2025 Q4 ADDED 1,186 +566 +91.3% 0.00% $115K 2026-01-27 $122.70
2025 Q3 REDUCED 57.8% +26.0% 620 -850 -57.8% 0.00% $50K 2025-10-22 $87.49
2025 Q2 ADDED 1,470 +1,154 +365.2% 0.00% $106K 2025-07-23 $72.23
2023 Q4 REDUCED 64.0% +1.6% 316 -561 -64.0% 0.00% $21K 2024-01-18 $55.91
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WestEnd Advisors, LLC and EWY

These are the practical questions this page is built to answer before you even open the full history table.

How long has WestEnd Advisors, LLC reported owning EWY?

WestEnd Advisors, LLC reported EWY across 5 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EWY position in WestEnd Advisors, LLC's portfolio?

The largest reported portfolio weight for EWY was 0.00% in 2026 Q1.

What is the latest reported EWY position on this page?

The most recent filing on this page is 2026 Q1, when WestEnd Advisors, LLC reported 1,654 shares, equal to 0.00% of portfolio, with an estimated market value of $203K.

What does the chart on this EWY ownership page compare?

The chart compares WestEnd Advisors, LLC's quarterly EWY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WestEnd Advisors, LLC time their EWY position?

Based on 13F filing dates vs. subsequent EWY price moves, WestEnd Advisors, LLC correctly timed 3 out of 9 reported position changes (33%). The annualised alpha on EWY relative to SPY over the holding period was +38.1%.

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