EP Wealth Advisors’s iShares MSCI South Korea ETF EWY Stock Holding History

EP Wealth 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	$441K	Buy	+2,183	New	+$385K	﹤0.01%	1084

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

EP Wealth Advisors's EWY Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in iShares MSCI South Korea ETF (EWY) in Q2 2026: 2,183 shares worth $441K. The stake represents ﹤0.01% of the portfolio and ranks #1084 among its holdings.

599 funds tracked by Wall St. Rank hold EWY as of Q2 2026.

EP Wealth Advisors held 2,183 shares of iShares MSCI South Korea ETF worth $441K as of Q2 2026.
iShares MSCI South Korea ETF was a new EP Wealth Advisors position in Q2 2026.
iShares MSCI South Korea ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1084 holding.
599 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q2 2026.

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