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

Perigon 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	$2.92M	Sell	14,472 -4,242	-23%	-$749K	0.05%	332
2026 Q1	$2.3M	Hold	18,714	–	–	0.04%	348
2025 Q4	$1.82M	Buy	+18,714	New	+$1.71M	0.03%	390
2021 Q4	–	Sell	-2,828	Closed	-$228K	–	591
2021 Q3	$228K	Hold	2,828	–	–	0.02%	485
2021 Q2	$264K	Sell	2,828 -376	-12%	-$34.6K	0.02%	433
2021 Q1	$287K	Buy	3,204 +2,014	+169%	+$183K	0.03%	403
2020 Q4	$102K	Buy	+1,190	New	+$88.1K	0.01%	538

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

Perigon Wealth Management's EWY Position: Q2 2026 in Review

Perigon Wealth Management reduced its iShares MSCI South Korea ETF (EWY) stake by 23% in Q2 2026, selling an estimated $749K and leaving 14,472 shares worth $2.92M. The position accounts for 0.05% of the portfolio, ranked #332.

Perigon Wealth Management first reported a position in EWY in Q4 2020 and has held it in 7 quarters since. 600 funds tracked by Wall St. Rank hold EWY as of Q2 2026.

Perigon Wealth Management held 14,472 shares of iShares MSCI South Korea ETF worth $2.92M as of Q2 2026.
Perigon Wealth Management sold 4,242 iShares MSCI South Korea ETF shares in Q2 2026, an estimated $749K.
iShares MSCI South Korea ETF made up 0.05% of Perigon Wealth Management's portfolio in Q2 2026, its #332 holding.
Perigon Wealth Management first reported a position in iShares MSCI South Korea ETF in Q4 2020 and has held it in 7 quarters since.
600 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.