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GoalVest Advisory’s iShares MSCI South Korea ETF EWY Stock Holding History

GoalVest Advisory’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 		$6.66K Hold
33
– – ﹤0.01% 371
2026
Q1 		$4.06K Buy
+33
New +$4.13K ﹤0.01% 404

Other funds holding EWY

YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
CCAM
Capelight Capital Asset Management New York $208M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

GoalVest Advisory's EWY Position: Q2 2026 in Review

GoalVest Advisory held its iShares MSCI South Korea ETF (EWY) position steady in Q2 2026 at 33 shares worth $6.66K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

GoalVest Advisory first reported a position in EWY in Q1 2026 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold EWY as of Q2 2026.

  • GoalVest Advisory held 33 shares of iShares MSCI South Korea ETF worth $6.66K as of Q2 2026.
  • GoalVest Advisory left its iShares MSCI South Korea ETF share count unchanged in Q2 2026.
  • iShares MSCI South Korea ETF made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #371 holding.
  • GoalVest Advisory first reported a position in iShares MSCI South Korea ETF in Q1 2026 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.