Phillips Financial Management’s iShares MSCI South Korea ETF EWY Stock Holding History

Phillips Financial 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 Q1	–	Sell	-317	Closed	-$30.8K	–	296
2025 Q4	$30.8K	Sell	317 -88	-22%	-$8.04K	﹤0.01%	263
2025 Q3	$32.4K	Hold	405	–	–	﹤0.01%	264
2025 Q2	$29.1K	Hold	405	–	–	﹤0.01%	238
2025 Q1	$21.9K	Hold	405	–	–	﹤0.01%	237
2024 Q4	$20.6K	Hold	405	–	–	﹤0.01%	232
2024 Q3	$25.9K	Hold	405	–	–	﹤0.01%	238
2024 Q2	$26.8K	Hold	405	–	–	﹤0.01%	231
2024 Q1	$27.2K	Hold	405	–	–	﹤0.01%	218
2023 Q4	$26.5K	Hold	405	–	–	﹤0.01%	205
2023 Q3	$23.9K	Hold	405	–	–	﹤0.01%	206
2023 Q2	$25.7K	Hold	405	–	–	﹤0.01%	200
2023 Q1	$24.8K	Hold	405	–	–	﹤0.01%	206
2022 Q4	$22.9K	Hold	405	–	–	﹤0.01%	196
2022 Q3	$19K	Buy	+405	New	+$23.1K	﹤0.01%	191

Other funds holding EWY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Phillips Financial Management's EWY Position: Q1 2026 in Review

Phillips Financial Management sold out of iShares MSCI South Korea ETF (EWY) in Q1 2026, closing a stake of 317 shares — an estimated $30.8K sold.

Phillips Financial Management first reported a position in EWY in Q3 2022 and held it in 14 quarters. The position peaked at $32.4K in Q3 2025. 470 funds tracked by Wall St. Rank hold EWY as of Q1 2026.

Phillips Financial Management reported no remaining iShares MSCI South Korea ETF position as of Q1 2026 after selling out during the quarter.
Phillips Financial Management sold 317 iShares MSCI South Korea ETF shares in Q1 2026, an estimated $30.8K.
Phillips Financial Management first reported a position in iShares MSCI South Korea ETF in Q3 2022 and held it in 14 quarters.
Phillips Financial Management's iShares MSCI South Korea ETF position peaked at $32.4K in Q3 2025.
470 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.