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Boltwood Capital Management’s iShares MSCI South Korea ETF EWY Stock Holding History

Boltwood Capital 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 		$1.14M Buy
5,630
+1,565
+38% +$276K 0.26% 84
2026
Q1 		$500K Buy
4,065
+65
+2% +$8.13K 0.13% 130
2025
Q4 		$389K Hold
4,000
– – 0.1% 139
2025
Q3 		$320K Buy
4,000
+200
+5% +$14.9K 0.09% 153
2025
Q2 		$273K Buy
+3,800
New +$228K 0.08% 156
2025
Q1 		– Sell
-5,900
Closed -$300K – 171
2024
Q4 		$300K Buy
5,900
+125
+2% +$7.28K 0.09% 143
2024
Q3 		$369K Buy
5,775
+650
+13% +$42.1K 0.11% 134
2024
Q2 		$339K Sell
5,125
-125
-2% -$8.05K 0.11% 135
2024
Q1 		$352K Buy
5,250
+500
+11% +$31.7K 0.11% 137
2023
Q4 		$311K Buy
+4,750
New +$289K 0.1% 140

Other funds holding EWY

YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
CCAM
Capelight Capital Asset Management New York $208M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Boltwood Capital Management's EWY Position: Q2 2026 in Review

Boltwood Capital Management increased its iShares MSCI South Korea ETF (EWY) stake by 38% in Q2 2026, buying an estimated $276K and bringing the position to 5,630 shares worth $1.14M. The position accounts for 0.26% of the portfolio, ranked #84.

Boltwood Capital Management first reported a position in EWY in Q4 2023 and has held it in 10 quarters since. 57 funds tracked by Wall St. Rank hold EWY as of Q2 2026.

  • Boltwood Capital Management held 5,630 shares of iShares MSCI South Korea ETF worth $1.14M as of Q2 2026.
  • Boltwood Capital Management bought 1,565 iShares MSCI South Korea ETF shares in Q2 2026, an estimated $276K.
  • iShares MSCI South Korea ETF made up 0.26% of Boltwood Capital Management's portfolio in Q2 2026, its #84 holding.
  • Boltwood Capital Management first reported a position in iShares MSCI South Korea ETF in Q4 2023 and has held it in 10 quarters since.
  • 57 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.