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Disclosery

Morningstar Investment Management LLC: EWY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morningstar Investment Management LLC on EWY, newest first. How the timeline and the estimate are built.

Morningstar Investment Management LLC held 0 EWY shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -38,951 shares

    13F-HR 0001104659-26-061223 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 38,951 shares
    Change vs previous 13F -28,958 shares

    0.22% of the 13F portfolio, value $3,787,000.

    13F-HR 0001104659-26-011874 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 67,909 shares
    Change vs previous 13F -250,548 shares

    0.2% of the 13F portfolio, value $5,440,000.

    13F-HR 0001104659-25-112875 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 318,457 shares
    Change vs previous 13F -122,486 shares

    2.01% of the 13F portfolio, value $22,859,000.

    13F-HR 0001104659-25-071055 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 440,943 shares
    Change vs previous 13F +231,675 shares

    1.38% of the 13F portfolio, value $23,829,000.

    13F-HR 0001104659-25-045607 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 14,167 shares
    • Morningstar Investment Management LLC: 426,776 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 209,268 shares
    Change vs previous 13F +86,340 shares

    0.84% of the 13F portfolio, value $10,650,000.

    13F-HR 0001104659-25-008442 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 0 shares
    • Morningstar Investment Management LLC: 209,268 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 122,928 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,875,000.

    13F-HR 0001104659-24-116248 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 21,830 shares
    • Morningstar Investment Management LLC: 101,098 shares

    Acceptance time not in the bulk data set (spec §4.2).