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

PlanVest 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 		$41.8K Hold
207
– – 0.03% 245
2026
Q1 		$25.5K Buy
+207
New +$25.9K 0.02% 293

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

PlanVest Financial's EWY Position: Q2 2026 in Review

PlanVest Financial held its iShares MSCI South Korea ETF (EWY) position steady in Q2 2026 at 207 shares worth $41.8K. The position accounts for 0.03% of the portfolio, ranked #245.

PlanVest Financial first reported a position in EWY in Q1 2026 and has held it in 2 quarters since. 591 funds tracked by Wall St. Rank hold EWY as of Q2 2026.

  • PlanVest Financial held 207 shares of iShares MSCI South Korea ETF worth $41.8K as of Q2 2026.
  • PlanVest Financial left its iShares MSCI South Korea ETF share count unchanged in Q2 2026.
  • iShares MSCI South Korea ETF made up 0.03% of PlanVest Financial's portfolio in Q2 2026, its #245 holding.
  • PlanVest Financial first reported a position in iShares MSCI South Korea ETF in Q1 2026 and has held it in 2 quarters since.
  • 591 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.