CIA
EWY icon

Cape Investment Advisory’s iShares MSCI South Korea ETF EWY Stock Holding History

Cape Investment Advisory’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 		$55.1K Buy
+273
New +$48.2K 0.01% 475
2026
Q1 		– Sell
-148
Closed -$14.4K – 512
2025
Q4 		$14.4K Buy
148
+24
+19% +$2.19K ﹤0.01% 675
2025
Q3 		$9.93K Sell
124
-89
-42% -$6.63K 0.01% 410
2025
Q2 		$15.3K Buy
213
+69
+48% +$4.14K 0.01% 559
2025
Q1 		$7.78K Buy
144
+57
+66% +$3.16K ﹤0.01% 649
2024
Q4 		$4.43K Sell
87
-13
-13% -$757 ﹤0.01% 768
2024
Q3 		$6.4K Sell
100
-49
-33% -$3.17K ﹤0.01% 653
2024
Q2 		$9.85K Sell
149
-8
-5% -$515 ﹤0.01% 528
2024
Q1 		$10.5K Buy
157
+2
+1% +$127 ﹤0.01% 538
2023
Q4 		$10.2K Hold
155
– – 0.01% 657
2023
Q3 		$9.14K Buy
155
+1
+0.6% +$63 0.01% 564
2023
Q2 		$9.76K Buy
154
+101
+191% +$6.33K 0.01% 562
2023
Q1 		$3.25K Buy
+53
New +$3.23K ﹤0.01% 754

Other funds holding EWY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cape Investment Advisory's EWY Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares MSCI South Korea ETF (EWY) in Q2 2026: 273 shares worth $55.1K. The stake represents 0.01% of the portfolio and ranks #475 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in EWY as recently as Q4 2025.

Cape Investment Advisory first reported a position in EWY in Q1 2023 and has held it in 13 quarters since. 600 funds tracked by Wall St. Rank hold EWY as of Q2 2026.

  • Cape Investment Advisory held 273 shares of iShares MSCI South Korea ETF worth $55.1K as of Q2 2026.
  • iShares MSCI South Korea ETF was a new Cape Investment Advisory position in Q2 2026.
  • iShares MSCI South Korea ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #475 holding.
  • Cape Investment Advisory first reported a position in iShares MSCI South Korea ETF in Q1 2023 and has held it in 13 quarters since.
  • 600 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.