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

Phoenix Financial’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 		$1.03M Buy
+5,078
New +$896K 0.01% 258
2025
Q1 		– Sell
-400,919
Closed -$20.4M – 389
2024
Q4 		$20.4M Sell
400,919
-58,666
-13% -$3.42M 0.28% 69
2024
Q3 		$29.4M Sell
459,585
-1,163,000
-72% -$75.3M 0.43% 47
2024
Q2 		$107M Sell
1,622,585
-74,281
-4% -$4.79M 1.63% 19
2024
Q1 		$114M Buy
1,696,866
+1,599,606
+1,645% +$102M 1.57% 15
2023
Q4 		$6.37M Sell
97,260
-638,518
-87% -$38.8M 0.11% 97
2023
Q3 		$43.4M Buy
735,778
+612,489
+497% +$38.9M 0.79% 34
2023
Q2 		$7.81M Sell
123,289
-618,386
-83% -$38.7M 0.16% 66
2023
Q1 		$45.4M Sell
741,675
-507,000
-41% -$30.8M 1.01% 34
2022
Q4 		$70.5M Buy
+1,248,675
New +$68.4M 1.37% 21
2022
Q2 		– Sell
-6,564
Closed -$468K – 392
2022
Q1 		$468K Buy
6,564
+710
+12% +$51.5K 0.01% 297
2021
Q4 		$456K Buy
+5,854
New +$463K 0.01% 295
2021
Q3 		– Sell
-13,339
Closed -$1.24M – 422
2021
Q2 		$1.24M Sell
13,339
-705
-5% -$64.9K 0.02% 244
2021
Q1 		$1.26M Sell
14,044
-11,786
-46% -$1.07M 0.03% 263
2020
Q4 		$2.22M Sell
25,830
-3,580
-12% -$265K 0.06% 182
2020
Q3 		$1.81M Sell
29,410
-31,200
-51% -$1.96M 0.08% 165
2020
Q2 		$3.29M Buy
60,610
+53,790
+789% +$2.84M 0.14% 123
2020
Q1 		$313K Buy
+6,820
New +$384K 0.02% 265

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

Phoenix Financial's EWY Position: Q2 2026 in Review

Phoenix Financial opened a new position in iShares MSCI South Korea ETF (EWY) in Q2 2026: 5,078 shares worth $1.03M. The stake represents 0.01% of the portfolio and ranks #258 among its holdings. This is a return to the name: Phoenix Financial previously reported a position in EWY as recently as Q4 2024.

Phoenix Financial first reported a position in EWY in Q1 2020 and has held it in 18 quarters since. The position peaked at $114M in Q1 2024. 600 funds tracked by Wall St. Rank hold EWY as of Q2 2026.

  • Phoenix Financial held 5,078 shares of iShares MSCI South Korea ETF worth $1.03M as of Q2 2026.
  • iShares MSCI South Korea ETF was a new Phoenix Financial position in Q2 2026.
  • iShares MSCI South Korea ETF made up 0.01% of Phoenix Financial's portfolio in Q2 2026, its #258 holding.
  • Phoenix Financial first reported a position in iShares MSCI South Korea ETF in Q1 2020 and has held it in 18 quarters since.
  • Phoenix Financial's iShares MSCI South Korea ETF position peaked at $114M in Q1 2024.
  • 600 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.