SOA Wealth Advisors’s iShares MSCI South Korea ETF EWY Stock Holding History

SOA Wealth Advisors’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	$37.3K	Buy	29,678 +29,640	+78,000%	+$5.23M	0.01%	436
2026 Q1	$4.67K	Hold	38	–	–	﹤0.01%	657
2025 Q4	$3.69K	Hold	38	–	–	﹤0.01%	678
2025 Q3	$3.04K	Hold	38	–	–	﹤0.01%	701
2025 Q2	$2.73K	Hold	38	–	–	﹤0.01%	693
2025 Q1	$2.05K	Hold	38	–	–	﹤0.01%	700
2024 Q4	$1.93K	Hold	38	–	–	﹤0.01%	692
2024 Q3	$2.43K	Hold	38	–	–	﹤0.01%	654
2024 Q2	$2.51K	Hold	38	–	–	﹤0.01%	657
2024 Q1	$2.55K	Hold	38	–	–	﹤0.01%	677
2023 Q4	$2.49K	Hold	38	–	–	﹤0.01%	677
2023 Q3	$2.24K	Hold	38	–	–	﹤0.01%	704
2023 Q2	$2.41K	Hold	38	–	–	﹤0.01%	703
2023 Q1	$2.33K	Hold	38	–	–	﹤0.01%	710
2022 Q4	$2.15K	Hold	38	–	–	﹤0.01%	733
2022 Q3	$1K	Hold	38	–	–	﹤0.01%	763
2022 Q2	$2K	Hold	38	–	–	﹤0.01%	694
2022 Q1	$2K	Hold	38	–	–	﹤0.01%	792
2021 Q4	$2K	Hold	38	–	–	﹤0.01%	768
2021 Q3	$3K	Hold	38	–	–	﹤0.01%	739
2021 Q2	$3K	Hold	38	–	–	﹤0.01%	722
2021 Q1	$3K	Hold	38	–	–	﹤0.01%	674
2020 Q4	$3K	Buy	+38	New	+$2.81K	﹤0.01%	660

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

SOA Wealth Advisors's EWY Position: Q2 2026 in Review

SOA Wealth Advisors increased its iShares MSCI South Korea ETF (EWY) stake by 78,000% in Q2 2026, buying an estimated $5.23M and bringing the position to 29,678 shares worth $37.3K. The position accounts for 0.01% of the portfolio, ranked #436.

SOA Wealth Advisors first reported a position in EWY in Q4 2020 and has held it in 23 quarters since. 600 funds tracked by Wall St. Rank hold EWY as of Q2 2026.

SOA Wealth Advisors held 29,678 shares of iShares MSCI South Korea ETF worth $37.3K as of Q2 2026.
SOA Wealth Advisors bought 29,640 iShares MSCI South Korea ETF shares in Q2 2026, an estimated $5.23M.
iShares MSCI South Korea ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #436 holding.
SOA Wealth Advisors first reported a position in iShares MSCI South Korea ETF in Q4 2020 and has held it in 23 quarters since.
600 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.