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Institute for Wealth Management’s iShares MSCI South Korea ETF EWY Stock Holding History

Institute for Wealth 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 		$135K Buy
+668
New +$118K 0.01% 618
2020
Q1 		– Sell
-484
Closed -$30K – 472
2019
Q4 		$30K Buy
+484
New +$28.7K 0.01% 541

Other funds holding EWY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Institute for Wealth Management's EWY Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares MSCI South Korea ETF (EWY) in Q2 2026: 668 shares worth $135K. The stake represents 0.01% of the portfolio and ranks #618 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in EWY as recently as Q4 2019.

Institute for Wealth Management first reported a position in EWY in Q4 2019 and has held it in 2 quarters since. 600 funds tracked by Wall St. Rank hold EWY as of Q2 2026.

  • Institute for Wealth Management held 668 shares of iShares MSCI South Korea ETF worth $135K as of Q2 2026.
  • iShares MSCI South Korea ETF was a new Institute for Wealth Management position in Q2 2026.
  • iShares MSCI South Korea ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #618 holding.
  • Institute for Wealth Management first reported a position in iShares MSCI South Korea ETF in Q4 2019 and has held it in 2 quarters since.
  • 600 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.