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

Concentrum Wealth Management’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	$249K	Buy	+1,233	New	+$218K	0.06%	110
2021 Q4	–	Sell	-5,679	Closed	-$458K	–	63
2021 Q3	$458K	Buy	5,679 +650	+13%	+$56.5K	0.29%	37
2021 Q2	$469K	Buy	5,029 +2,512	+100%	+$231K	0.3%	34
2021 Q1	$226K	Buy	+2,517	New	+$229K	0.17%	49

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

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

Concentrum Wealth Management opened a new position in iShares MSCI South Korea ETF (EWY) in Q2 2026: 1,233 shares worth $249K. The stake represents 0.06% of the portfolio and ranks #110 among its holdings. This is a return to the name: Concentrum Wealth Management previously reported a position in EWY as recently as Q3 2021.

Concentrum Wealth Management first reported a position in EWY in Q1 2021 and has held it in 4 quarters since. The position peaked at $469K in Q2 2021. 600 funds tracked by Wall St. Rank hold EWY as of Q2 2026.

Concentrum Wealth Management held 1,233 shares of iShares MSCI South Korea ETF worth $249K as of Q2 2026.
iShares MSCI South Korea ETF was a new Concentrum Wealth Management position in Q2 2026.
iShares MSCI South Korea ETF made up 0.06% of Concentrum Wealth Management's portfolio in Q2 2026, its #110 holding.
Concentrum Wealth Management first reported a position in iShares MSCI South Korea ETF in Q1 2021 and has held it in 4 quarters since.
Concentrum Wealth Management's iShares MSCI South Korea ETF position peaked at $469K in Q2 2021.
600 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q2 2026.

Based on Concentrum Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.