Integrated Wealth Concepts’s iShares MSCI South Korea ETF EWY Stock Holding History

Integrated Wealth Concepts’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	$2.33M	Buy	18,976 +7,411	+64%	+$927K	0.02%	704
2025 Q4	$1.12M	Sell	11,565 -11,527	-50%	-$1.05M	0.01%	717
2025 Q3	$1.85M	Buy	23,092 +818	+4%	+$60.9K	0.02%	703
2025 Q2	$1.6M	Buy	+22,274	New	+$1.34M	0.02%	705
2023 Q4	–	Sell	-315,300	Closed	-$18.6M	–	1620
2023 Q3	$18.6M	Sell	315,300 -261,917	-45%	-$16.6M	0.33%	70
2023 Q2	$36.6M	Buy	577,217 +572,998	+13,581%	+$35.9M	0.63%	28
2023 Q1	$258K	Buy	+4,219	New	+$257K	0.01%	1124
2021 Q3	–	Sell	-9,874	Closed	-$920K	–	954
2021 Q2	$920K	Sell	9,874 -375,528	-97%	-$34.5M	0.03%	375
2021 Q1	$34.6M	Buy	385,402 +58,047	+18%	+$5.28M	1.42%	16
2020 Q4	$28.2M	Sell	327,355 -45,734	-12%	-$3.39M	1.33%	14
2020 Q3	$24.4M	Buy	373,089 +365,146	+4,597%	+$22.9M	1.5%	14
2020 Q2	$454K	Buy	+7,943	New	+$419K	0.03%	310
2018 Q2	–	Sell	-22,023	Closed	-$1.63M	–	232
2018 Q1	$1.63M	Buy	+22,023	New	+$1.65M	0.66%	35

Other funds holding EWY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Integrated Wealth Concepts's EWY Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares MSCI South Korea ETF (EWY) stake by 64% in Q1 2026, buying an estimated $927K and bringing the position to 18,976 shares worth $2.33M. The position accounts for 0.02% of the portfolio, ranked #704.

Integrated Wealth Concepts first reported a position in EWY in Q1 2018 and has held it in 13 quarters since. The position peaked at $36.6M in Q2 2023. 468 funds tracked by Wall St. Rank hold EWY as of Q1 2026.

Integrated Wealth Concepts held 18,976 shares of iShares MSCI South Korea ETF worth $2.33M as of Q1 2026.
Integrated Wealth Concepts bought 7,411 iShares MSCI South Korea ETF shares in Q1 2026, an estimated $927K.
iShares MSCI South Korea ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #704 holding.
Integrated Wealth Concepts first reported a position in iShares MSCI South Korea ETF in Q1 2018 and has held it in 13 quarters since.
Integrated Wealth Concepts's iShares MSCI South Korea ETF position peaked at $36.6M in Q2 2023.
468 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.