Integrated Wealth Concepts
EWY icon

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
Q2 		$1.8M Sell
8,903
-10,073
-53% -$1.78M 0.01% 893
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
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

Integrated Wealth Concepts's EWY Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its iShares MSCI South Korea ETF (EWY) stake by 53% in Q2 2026, selling an estimated $1.78M and leaving 8,903 shares worth $1.8M. The position accounts for 0.01% of the portfolio, ranked #893.

Integrated Wealth Concepts first reported a position in EWY in Q1 2018 and has held it in 14 quarters since. The position peaked at $36.6M in Q2 2023. 600 funds tracked by Wall St. Rank hold EWY as of Q2 2026.

  • Integrated Wealth Concepts held 8,903 shares of iShares MSCI South Korea ETF worth $1.8M as of Q2 2026.
  • Integrated Wealth Concepts sold 10,073 iShares MSCI South Korea ETF shares in Q2 2026, an estimated $1.78M.
  • iShares MSCI South Korea ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #893 holding.
  • Integrated Wealth Concepts first reported a position in iShares MSCI South Korea ETF in Q1 2018 and has held it in 14 quarters since.
  • Integrated Wealth Concepts's iShares MSCI South Korea ETF position peaked at $36.6M in Q2 2023.
  • 600 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.