Capstone Investment Advisors
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Capstone Investment Advisors’s iShares MSCI South Korea ETF EWY Stock Holding History

Capstone Investment Advisors’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
Q1 		$9.19M Buy
74,678
+70,279
+1,598% +$8.79M 0.02% 308
2025
Q4 		$428K Buy
4,399
+1,296
+42% +$118K ﹤0.01% 1203
2025
Q3 		$249K Sell
3,103
-15,816
-84% -$1.18M ﹤0.01% 1719
2025
Q2 		$1.36M Buy
+18,919
New +$1.13M ﹤0.01% 759
2024
Q2 		– Sell
-1
Closed -$67 – 2196
2024
Q1 		$67 Hold
1
– – ﹤0.01% 2303
2023
Q4 		$66 Hold
1
– – ﹤0.01% 2071
2023
Q3 		$59 Hold
1
– – ﹤0.01% 2081
2023
Q2 		$63 Buy
+1
New +$63 ﹤0.01% 1824
2022
Q1 		– Sell
-1
Closed – – 2086
2021
Q4 		$0 Hold
1
– – ﹤0.01% 1917
2021
Q3 		$0 Hold
1
– – ﹤0.01% 2019
2021
Q2 		$0 Hold
1
– – ﹤0.01% 1762
2021
Q1 		$0 Sell
1
-17,917
-100% -$1.63M ﹤0.01% 1749
2020
Q4 		$1.54M Sell
17,918
-82,178
-82% -$6.08M 0.01% 949
2020
Q3 		$6.54M Buy
100,096
+17,460
+21% +$1.09M 0.03% 440
2020
Q2 		$4.72M Buy
+82,636
New +$4.36M 0.03% 452
2019
Q3 		– Sell
-50,356
Closed -$2.79M – 1374
2019
Q2 		$3.02M Buy
50,356
+50,355
+5,035,500% +$2.99M 0.02% 621
2019
Q1 		$0 Buy
+1
New +$62 ﹤0.01% 1313
2018
Q3 		– Sell
-19,908
Closed -$1.32M – 1312
2018
Q2 		$1.35M Buy
+19,908
New +$1.45M 0.02% 339
2018
Q1 		– Sell
-8,894
Closed -$668K – 402
2017
Q4 		$666K Sell
8,894
-229,146
-96% -$16.9M 0.02% 238
2017
Q3 		$16.4M Buy
238,040
+222,999
+1,483% +$15.3M 0.58% 48
2017
Q2 		$1.02M Buy
+15,041
New +$977K 0.03% 322
2015
Q3 		– Sell
-9,922
Closed -$546K – 412
2015
Q2 		$546K Buy
+9,922
New +$582K 0.01% 263

Other funds holding EWY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Capstone Investment Advisors's EWY Position: Q1 2026 in Review

Capstone Investment Advisors increased its iShares MSCI South Korea ETF (EWY) stake by 1,598% in Q1 2026, buying an estimated $8.79M and bringing the position to 74,678 shares worth $9.19M. The position accounts for 0.02% of the portfolio, ranked #308.

Capstone Investment Advisors first reported a position in EWY in Q2 2015 and has held it in 22 quarters since. The position peaked at $16.4M in Q3 2017. 469 funds tracked by Wall St. Rank hold EWY as of Q1 2026.

  • Capstone Investment Advisors held 74,678 shares of iShares MSCI South Korea ETF worth $9.19M as of Q1 2026.
  • Capstone Investment Advisors bought 70,279 iShares MSCI South Korea ETF shares in Q1 2026, an estimated $8.79M.
  • iShares MSCI South Korea ETF made up 0.02% of Capstone Investment Advisors's portfolio in Q1 2026, its #308 holding.
  • Capstone Investment Advisors first reported a position in iShares MSCI South Korea ETF in Q2 2015 and has held it in 22 quarters since.
  • Capstone Investment Advisors's iShares MSCI South Korea ETF position peaked at $16.4M in Q3 2017.
  • 469 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.