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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
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

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
NFT
Nan Fung Trinity Central, Hong Kong, Hong Kong $911M AUM 45.9% 1-Year Est. Return

Phoenix Financial's EWY Position: Q1 2025 in Review

Phoenix Financial sold out of iShares MSCI South Korea ETF (EWY) in Q1 2025, closing a stake of 400,919 shares — an estimated $20.4M sold.

Phoenix Financial first reported a position in EWY in Q1 2020 and held it in 17 quarters. The position peaked at $114M in Q1 2024. 236 funds tracked by Wall St. Rank hold EWY as of Q1 2025.

  • Phoenix Financial reported no remaining iShares MSCI South Korea ETF position as of Q1 2025 after selling out during the quarter.
  • Phoenix Financial sold 400,919 iShares MSCI South Korea ETF shares in Q1 2025, an estimated $20.4M.
  • Phoenix Financial first reported a position in iShares MSCI South Korea ETF in Q1 2020 and held it in 17 quarters.
  • Phoenix Financial's iShares MSCI South Korea ETF position peaked at $114M in Q1 2024.
  • 236 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q1 2025.

Based on Phoenix Financial's 13F filing for Q1 2025, filed 7 May 2025.