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 		$3.47M Buy
+28,200
New +$3.53M 0.01% 503
2025
Q3 		– Sell
-51,200
Closed -$3.68M – 1946
2025
Q2 		$3.68M Buy
+51,200
New +$3.07M 0.01% 462
2024
Q2 		– Sell
-9,200
Closed -$617K – 2197
2024
Q1 		$617K Sell
9,200
-239,200
-96% -$15.2M ﹤0.01% 1441
2023
Q4 		$16.3M Buy
248,400
+92,000
+59% +$5.6M 0.05% 249
2023
Q3 		$9.22M Buy
156,400
+4,500
+3% +$286K 0.04% 295
2023
Q2 		$9.63M Buy
+151,900
New +$9.52M 0.05% 257
2022
Q1 		– Sell
-83,000
Closed -$6.46M – 2087
2021
Q4 		$6.46M Sell
83,000
-38,700
-32% -$3.06M 0.01% 745
2021
Q3 		$9.82M Sell
121,700
-236,100
-66% -$20.5M 0.02% 627
2021
Q2 		$33.3M Buy
357,800
+19,600
+6% +$1.8M 0.08% 232
2021
Q1 		$30.3M Buy
+338,200
New +$30.7M 0.09% 208
2020
Q4 		– Sell
-100,000
Closed -$6.53M – 1692
2020
Q3 		$6.53M Buy
100,000
+50,000
+100% +$3.14M 0.03% 441
2020
Q2 		$2.86M Buy
+50,000
New +$2.64M 0.02% 596
2019
Q4 		– Sell
-250,000
Closed -$14.1M – 1400
2019
Q3 		$14.1M Buy
250,000
+150,000
+150% +$8.3M 0.1% 218
2019
Q2 		$5.99M Buy
+100,000
New +$5.93M 0.04% 413
2018
Q1 		– Sell
-100
Closed -$7K – 403
2017
Q4 		$7K Sell
100
-249,900
-100% -$18.5M ﹤0.01% 475
2017
Q3 		$17.3M Buy
+250,000
New +$17.2M 0.61% 45
2016
Q4 		– Sell
-705,000
Closed -$41M – 979
2016
Q3 		$41M Buy
705,000
+567,900
+414% +$31.7M 0.9% 26
2016
Q2 		$7.14M Buy
+137,100
New +$7.04M 0.14% 111
2015
Q3 		– Sell
-12,500
Closed -$688K – 413
2015
Q2 		$688K Sell
12,500
-387,500
-97% -$22.7M 0.01% 262
2015
Q1 		$22.9M Buy
+400,000
New +$22.6M 0.37% 55

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 $5.72T AUM 30.48% 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.