CAPTRUST Financial Advisors’s iShares MSCI South Korea ETF EWY Stock Holding History

CAPTRUST Financial 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 Q2	$950K	Buy	4,703 +1,049	+29%	+$185K	﹤0.01%	1771
2026 Q1	$449K	Buy	+3,654	New	+$457K	﹤0.01%	2106
2022 Q3	–	Sell	-1,678	Closed	-$98K	–	2695
2022 Q2	$98K	Sell	1,678 -562	-25%	-$36.8K	﹤0.01%	2202
2022 Q1	$160K	Sell	2,240 -238	-10%	-$17.3K	﹤0.01%	1886
2021 Q4	$193K	Sell	2,478 -1,141	-32%	-$90.2K	﹤0.01%	1668
2021 Q3	$292K	Sell	3,619 -6,617	-65%	-$576K	﹤0.01%	1314
2021 Q2	$954K	Buy	10,236 +7,164	+233%	+$659K	0.01%	736
2021 Q1	$276K	Buy	3,072 +2,911	+1,808%	+$265K	﹤0.01%	1279
2020 Q4	$14K	Hold	161	–	–	﹤0.01%	2426
2020 Q3	$11K	Hold	161	–	–	﹤0.01%	2237
2020 Q2	$9K	Buy	+161	New	+$8.5K	﹤0.01%	2214
2018 Q3	–	Sell	-1	Closed	–	–	1606
2018 Q2	$0	Buy	+1	New	+$73	﹤0.01%	1538
2016 Q2	–	Sell	-437	Closed	-$23K	–	112
2016 Q1	$23K	Sell	437 -3	-0.7%	-$145	﹤0.01%	147
2015 Q4	$22K	Sell	440 -47	-10%	-$2.47K	﹤0.01%	154
2015 Q3	$24K	Buy	487 +76	+18%	+$3.79K	﹤0.01%	128
2015 Q2	$23K	Sell	411 -12	-3%	-$704	﹤0.01%	123
2015 Q1	$24.2K	Buy	+423	New	+$23.9K	﹤0.01%	117
2014 Q1	–	Sell	-102	Closed	-$7K	–	190
2013 Q4	$7K	Buy	102 +92	+920%	+$5.84K	﹤0.01%	161
2013 Q3	$1K	Sell	10 -91	-90%	-$5.21K	﹤0.01%	164
2013 Q2	$5K	Buy	+101	New	+$5.69K	﹤0.01%	162

Other funds holding EWY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors's EWY Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its iShares MSCI South Korea ETF (EWY) stake by 29% in Q2 2026, buying an estimated $185K and bringing the position to 4,703 shares worth $950K. The position accounts for ﹤0.01% of the portfolio, ranked #1771.

CAPTRUST Financial Advisors first reported a position in EWY in Q2 2013 and has held it in 20 quarters since. The position peaked at $954K in Q2 2021. 600 funds tracked by Wall St. Rank hold EWY as of Q2 2026.

CAPTRUST Financial Advisors held 4,703 shares of iShares MSCI South Korea ETF worth $950K as of Q2 2026.
CAPTRUST Financial Advisors bought 1,049 iShares MSCI South Korea ETF shares in Q2 2026, an estimated $185K.
iShares MSCI South Korea ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1771 holding.
CAPTRUST Financial Advisors first reported a position in iShares MSCI South Korea ETF in Q2 2013 and has held it in 20 quarters since.
CAPTRUST Financial Advisors's iShares MSCI South Korea ETF position peaked at $954K in Q2 2021.
600 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.