Fiduciary Financial Group’s iShares MSCI South Korea ETF EWY Stock Holding History

Fiduciary Financial Group’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	$5.61M	Sell	27,763 -2,238	-7%	-$395K	0.64%	32
2026 Q1	$3.69M	Sell	30,001 -6,154	-17%	-$770K	0.49%	41
2025 Q4	$3.51M	Sell	36,155 -3,255	-8%	-$298K	0.5%	39
2025 Q3	$3.16M	Buy	39,410 +68	+0.2%	+$5.06K	0.5%	38
2025 Q2	$2.82M	Sell	39,342 -1,562	-4%	-$93.7K	0.51%	39
2025 Q1	$2.12M	Buy	40,904 +24,815	+154%	+$1.38M	0.46%	42
2024 Q4	$861K	Sell	16,089 -24,915	-61%	-$1.45M	0.19%	75
2024 Q3	$2.6M	Sell	41,004 -5,754	-12%	-$373K	0.6%	34
2024 Q2	$3.19M	Buy	+46,758	New	+$3.01M	0.77%	28

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

Capelight Capital Asset Management New York $201M AUM

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

Wealth Enhancement Advisory Services

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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