Circle Wealth Management’s iShares MSCI South Korea ETF EWY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$15.7M Buy
77,932
+1,815
+2% +$320K 0.2% 33
2026
Q1
$9.36M Buy
+76,117
New +$9.52M 0.13% 37

Other funds holding EWY

Circle Wealth Management's EWY Position: Q2 2026 in Review

Circle Wealth Management increased its iShares MSCI South Korea ETF (EWY) stake by 2.4% in Q2 2026, buying an estimated $320K and bringing the position to 77,932 shares worth $15.7M. The position accounts for 0.2% of the portfolio, ranked #33.

Circle Wealth Management first reported a position in EWY in Q1 2026 and has held it in 2 quarters since. 600 funds tracked by Wall St. Rank hold EWY as of Q2 2026.

  • Circle Wealth Management held 77,932 shares of iShares MSCI South Korea ETF worth $15.7M as of Q2 2026.
  • Circle Wealth Management bought 1,815 iShares MSCI South Korea ETF shares in Q2 2026, an estimated $320K.
  • iShares MSCI South Korea ETF made up 0.2% of Circle Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Circle Wealth Management first reported a position in iShares MSCI South Korea ETF in Q1 2026 and has held it in 2 quarters since.
  • 600 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.