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Confluence Investment Management’s iShares MSCI South Korea ETF EWY Stock Holding History

Confluence Investment 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
Q3 		$294K Buy
+1,609
New +$283K ﹤0.01% 270
2018
Q3 		– Sell
-4,758
Closed -$322K – 314
2018
Q2 		$322K Buy
+4,758
New +$347K 0.01% 265

Other funds holding EWY

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Confluence Investment Management's EWY Position: Q3 2026 in Review

Confluence Investment Management opened a new position in iShares MSCI South Korea ETF (EWY) in Q3 2026: 1,609 shares worth $294K. The stake represents ﹤0.01% of the portfolio and ranks #270 among its holdings. This is a return to the name: Confluence Investment Management previously reported a position in EWY as recently as Q2 2018.

Confluence Investment Management first reported a position in EWY in Q2 2018 and has held it in 2 quarters since. The position peaked at $322K in Q2 2018. 7 funds tracked by Wall St. Rank hold EWY as of Q3 2026.

  • Confluence Investment Management held 1,609 shares of iShares MSCI South Korea ETF worth $294K as of Q3 2026.
  • iShares MSCI South Korea ETF was a new Confluence Investment Management position in Q3 2026.
  • iShares MSCI South Korea ETF made up ﹤0.01% of Confluence Investment Management's portfolio in Q3 2026, its #270 holding.
  • Confluence Investment Management first reported a position in iShares MSCI South Korea ETF in Q2 2018 and has held it in 2 quarters since.
  • Confluence Investment Management's iShares MSCI South Korea ETF position peaked at $322K in Q2 2018.
  • 7 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q3 2026.

Based on Confluence Investment Management's 13F filing for Q3 2026, filed 1 Oct 2026.