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 		$5.02M Buy
+40,800
New +$5.11M 0.01% 419
2025
Q3 		– Sell
-5,000
Closed -$359K – 1945
2025
Q2 		$359K Buy
+5,000
New +$300K ﹤0.01% 1301
2024
Q2 		– Sell
-35,900
Closed -$2.41M – 2195
2024
Q1 		$2.41M Sell
35,900
-6,600
-16% -$419K 0.01% 701
2023
Q4 		$2.79M Sell
42,500
-18,000
-30% -$1.09M 0.01% 715
2023
Q3 		$3.57M Sell
60,500
-31,000
-34% -$1.97M 0.02% 529
2023
Q2 		$5.8M Buy
+91,500
New +$5.73M 0.03% 350
2022
Q1 		– Sell
-20,800
Closed -$1.62M – 2085
2021
Q4 		$1.62M Sell
20,800
-2,500
-11% -$198K ﹤0.01% 1175
2021
Q3 		$1.88M Sell
23,300
-263,300
-92% -$22.9M ﹤0.01% 1221
2021
Q2 		$26.7M Buy
286,600
+41,900
+17% +$3.85M 0.06% 294
2021
Q1 		$21.9M Buy
244,700
+145,900
+148% +$13.3M 0.06% 281
2020
Q4 		$8.5M Buy
+98,800
New +$7.31M 0.03% 440
2019
Q4 		– Sell
-250,000
Closed -$14.1M – 1399
2019
Q3 		$14.1M Sell
250,000
-60,000
-19% -$3.32M 0.1% 217
2019
Q2 		$18.6M Buy
310,000
+245,000
+377% +$14.5M 0.13% 169
2019
Q1 		$3.96M Buy
+65,000
New +$4.03M 0.04% 414
2018
Q4 		– Sell
-10,000
Closed -$683K – 1275
2018
Q3 		$683K Buy
+10,000
New +$662K 0.01% 710
2018
Q2 		– Sell
-750,000
Closed -$56.6M – 702
2018
Q1 		$56.6M Buy
750,000
+437,100
+140% +$32.8M 1.08% 22
2017
Q4 		$23.4M Buy
312,900
+59,900
+24% +$4.43M 0.66% 30
2017
Q3 		$17.5M Buy
+253,000
New +$17.4M 0.61% 44
2016
Q4 		– Sell
-702,300
Closed -$40.8M – 978
2016
Q3 		$40.8M Buy
702,300
+648,300
+1,201% +$36.2M 0.89% 27
2016
Q2 		$2.81M Buy
+54,000
New +$2.77M 0.05% 199
2015
Q3 		– Sell
-419,500
Closed -$23.1M – 411
2015
Q2 		$23.1M Buy
419,500
+19,500
+5% +$1.14M 0.33% 68
2015
Q1 		$22.9M Buy
+400,000
New +$22.6M 0.37% 54

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.