BWM

BigSur Wealth Management’s iShares MSCI South Korea ETF EWY Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$53.8K	Hold	750	–	–	0.01%	152
2025 Q1	$40.5K	Hold	750	–	–	0.01%	151
2024 Q4	$38.2K	Hold	750	–	–	0.01%	150
2024 Q3	$48K	Hold	750	–	–	0.01%	157
2024 Q2	$49.6K	Hold	750	–	–	0.02%	149
2024 Q1	$50.3K	Hold	750	–	–	0.02%	145
2023 Q4	$49.1K	Hold	750	–	–	0.02%	114
2023 Q3	$44.2K	Hold	750	–	–	0.02%	110
2023 Q2	$47.5K	Sell	750 -1,500	-67%	-$95.1K	0.02%	118
2023 Q1	$138K	Hold	2,250	–	–	0.06%	115
2022 Q4	$127K	Hold	2,250	–	–	0.06%	112
2022 Q3	$107K	Sell	2,250 -9,417	-81%	-$448K	0.05%	114
2022 Q2	$679K	Hold	11,667	–	–	0.32%	71
2022 Q1	$831K	Hold	11,667	–	–	0.32%	72
2021 Q4	$909K	Hold	11,667	–	–	0.36%	69
2021 Q3	$941K	Hold	11,667	–	–	0.42%	58
2021 Q2	$1.09M	Hold	11,667	–	–	0.49%	55
2021 Q1	$1.05M	Sell	11,667 -1,532	-12%	-$137K	0.54%	50
2020 Q4	$1.14M	Hold	13,199	–	–	0.64%	49
2020 Q3	$862K	Hold	13,199	–	–	0.55%	51
2020 Q2	$754K	Buy	13,199 +500	+4%	+$28.6K	0.54%	48
2020 Q1	$596K	Sell	12,699 -500	-4%	-$23.5K	0.45%	49
2019 Q4	$821K	Hold	13,199	–	–	0.46%	50
2019 Q3	$744K	Hold	13,199	–	–	0.5%	49
2019 Q2	$787K	Hold	13,199	–	–	0.55%	44
2019 Q1	$804K	Hold	13,199	–	–	0.53%	44
2018 Q4	$777K	Hold	13,199	–	–	0.55%	38
2018 Q3	$901K	Sell	13,199 -300	-2%	-$20.5K	0.56%	39
2018 Q2	$914K	Hold	13,499	–	–	0.67%	30
2018 Q1	$1.02M	Hold	13,499	–	–	0.73%	25
2017 Q4	$1.01M	Hold	13,499	–	–	1%	21
2017 Q3	$932K	Hold	13,499	–	–	0.94%	24
2017 Q2	$937K	Sell	13,499 -2,000	-13%	-$139K	0.95%	23
2017 Q1	$1.02M	Buy	15,499 +1,500	+11%	+$98.4K	1.1%	16
2016 Q4	$745K	Buy	+13,999	New	+$745K	1%	24