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

GeoWealth 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 Q2	$2M	Buy	9,894 +2,490	+34%	+$440K	0.06%	175
2026 Q1	$911K	Sell	7,404 -6,724	-48%	-$841K	0.03%	314
2025 Q4	$1.37M	Sell	14,128 -5,632	-29%	-$515K	0.05%	222
2025 Q3	$1.58M	Buy	19,760 +1,159	+6%	+$86.3K	0.06%	206
2025 Q2	$1.34M	Buy	18,601 +18,579	+84,450%	+$1.11M	0.05%	205
2025 Q1	$1.19K	Buy	+22	New	+$1.22K	﹤0.01%	1035

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

GeoWealth Management's EWY Position: Q2 2026 in Review

GeoWealth Management increased its iShares MSCI South Korea ETF (EWY) stake by 34% in Q2 2026, buying an estimated $440K and bringing the position to 9,894 shares worth $2M. The position accounts for 0.06% of the portfolio, ranked #175.

GeoWealth Management first reported a position in EWY in Q1 2025 and has held it in 6 quarters since. 600 funds tracked by Wall St. Rank hold EWY as of Q2 2026.

GeoWealth Management held 9,894 shares of iShares MSCI South Korea ETF worth $2M as of Q2 2026.
GeoWealth Management bought 2,490 iShares MSCI South Korea ETF shares in Q2 2026, an estimated $440K.
iShares MSCI South Korea ETF made up 0.06% of GeoWealth Management's portfolio in Q2 2026, its #175 holding.
GeoWealth Management first reported a position in iShares MSCI South Korea ETF in Q1 2025 and has held it in 6 quarters since.
600 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.