Summit Place Financial Advisors’s iShares MSCI South Korea ETF EWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.89M | Sell |
23,467
-2,535
| -10% | -$317K | 1.39% | 26 |
|
|
2025
Q4 | $2.53M | Sell |
26,002
-698
| -3% | -$63.8K | 1.22% | 33 |
|
|
2025
Q3 | $2.14M | Buy |
26,700
+285
| +1% | +$21.2K | 1.01% | 39 |
|
|
2025
Q2 | $1.9M | Buy |
26,415
+485
| +2% | +$29.1K | 0.95% | 42 |
|
|
2025
Q1 | $1.4M | Buy |
25,930
+1,355
| +6% | +$75.1K | 0.79% | 46 |
|
|
2024
Q4 | $1.25M | Sell |
24,575
-3,622
| -13% | -$211K | 0.71% | 51 |
|
|
2024
Q3 | $1.8M | Sell |
28,197
-470
| -2% | -$30.4K | 1.01% | 42 |
|
|
2024
Q2 | $1.89M | Sell |
28,667
-325
| -1% | -$20.9K | 1.12% | 40 |
|
|
2024
Q1 | $1.95M | Buy |
28,992
+2,340
| +9% | +$149K | 1.14% | 37 |
|
|
2023
Q4 | $1.75M | Buy |
26,652
+1,397
| +6% | +$85K | 1.14% | 40 |
|
|
2023
Q3 | $1.49M | Buy |
25,255
+1,485
| +6% | +$94.3K | 1.06% | 44 |
|
|
2023
Q2 | $1.51M | Buy |
23,770
+5,060
| +27% | +$317K | 0.98% | 46 |
|
|
2023
Q1 | $1.15M | Buy |
18,710
+3,850
| +26% | +$234K | 0.81% | 48 |
|
|
2022
Q4 | $839K | Buy |
14,860
+2,650
| +22% | +$145K | 0.69% | 53 |
|
|
2022
Q3 | $578K | Sell |
12,210
-8,050
| -40% | -$459K | 0.54% | 61 |
|
|
2022
Q2 | $1.18M | Sell |
20,260
-1,580
| -7% | -$103K | 0.99% | 42 |
|
|
2022
Q1 | $1.56M | Buy |
21,840
+1,275
| +6% | +$92.5K | 1.04% | 44 |
|
|
2021
Q4 | $1.6M | Buy |
20,565
+1,110
| +6% | +$87.8K | 1.11% | 40 |
|
|
2021
Q3 | $1.57M | Buy |
19,455
+215
| +1% | +$18.7K | 1.14% | 39 |
|
|
2021
Q2 | $1.79M | Buy |
19,240
+545
| +3% | +$50.1K | 1.32% | 38 |
|
|
2021
Q1 | $1.68M | Buy |
18,695
+930
| +5% | +$84.6K | 1.35% | 34 |
|
|
2020
Q4 | $1.53M | Buy |
17,765
+245
| +1% | +$18.1K | 1.33% | 36 |
|
|
2020
Q3 | $1.15M | Buy |
+17,520
| New | +$1.1M | 1.15% | 40 |
|
Other funds holding EWY
AL
