CX Institutional’s iShares MSCI South Korea ETF EWY Stock Holding History

CX Institutional’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	$2K	Hold	9	–	–	﹤0.01%	1466
2026 Q1	$1K	Hold	9	–	–	﹤0.01%	1499
2025 Q4	$1K	Sell	9 -2	-18%	-$183	﹤0.01%	1453
2025 Q3	$1K	Sell	11 -16	-59%	-$1.19K	﹤0.01%	1340
2025 Q2	$2K	Hold	27	–	–	﹤0.01%	1147
2025 Q1	$1K	Buy	+27	New	+$1.5K	﹤0.01%	1167
2024 Q4	–	Sell	-169,818	Closed	-$10.9M	–	554
2024 Q3	$10.9M	Buy	+169,818	New	+$11M	0.48%	59
2023 Q2	–	Sell	-59,445	Closed	-$3.64M	–	515
2023 Q1	$3.64M	Buy	+59,445	New	+$3.62M	0.19%	162

Other funds holding EWY

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return