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Summit Place Financial Advisors’s iShares MSCI South Korea ETF EWY Stock Holding History

Summit Place Financial 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 		$3.74M Sell
18,509
-4,958
-21% -$875K 1.64% 21
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

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

Summit Place Financial Advisors's EWY Position: Q2 2026 in Review

Summit Place Financial Advisors reduced its iShares MSCI South Korea ETF (EWY) stake by 21% in Q2 2026, selling an estimated $875K and leaving 18,509 shares worth $3.74M. The position accounts for 1.64% of the portfolio, ranked #21.

Summit Place Financial Advisors first reported a position in EWY in Q3 2020 and has held it in 24 quarters since. 600 funds tracked by Wall St. Rank hold EWY as of Q2 2026.

  • Summit Place Financial Advisors held 18,509 shares of iShares MSCI South Korea ETF worth $3.74M as of Q2 2026.
  • Summit Place Financial Advisors sold 4,958 iShares MSCI South Korea ETF shares in Q2 2026, an estimated $875K.
  • iShares MSCI South Korea ETF made up 1.64% of Summit Place Financial Advisors's portfolio in Q2 2026, its #21 holding.
  • Summit Place Financial Advisors first reported a position in iShares MSCI South Korea ETF in Q3 2020 and has held it in 24 quarters since.
  • 600 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.