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

BigSur Wealth Management’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
2026 Q2	–	Sell	-2,750	Closed	-$338K	–	172
2026 Q1	$338K	Buy	2,750 +2,000	+267%	+$250K	0.09%	137
2025 Q4	$72.9K	Hold	750	–	–	0.02%	156
2025 Q3	$60.1K	Hold	750	–	–	0.01%	154
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%	-$94K	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%	-$537K	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%	-$139K	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%	+$26.4K	0.54%	48
2020 Q1	$596K	Sell	12,699 -500	-4%	-$28.1K	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%	-$19.9K	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%	-$130K	0.95%	23
2017 Q1	$1.02M	Buy	15,499 +1,500	+11%	+$87.7K	1.1%	16
2016 Q4	$745K	Buy	+13,999	New	+$765K	1%	24