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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares MSCI South Korea ETF EWY Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q1 		– Sell
-90
Closed -$8.75K – 536
2025
Q4 		$8.75K Buy
+90
New +$8.23K ﹤0.01% 420

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s EWY Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of iShares MSCI South Korea ETF (EWY) in Q1 2026, closing a stake of 90 shares — an estimated $8.75K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in EWY in Q4 2025 and held it in 1 quarter. The position peaked at $8.75K in Q4 2025. 469 funds tracked by Wall St. Rank hold EWY as of Q1 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining iShares MSCI South Korea ETF position as of Q1 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 90 iShares MSCI South Korea ETF shares in Q1 2026, an estimated $8.75K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares MSCI South Korea ETF in Q4 2025 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares MSCI South Korea ETF position peaked at $8.75K in Q4 2025.
  • 469 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.