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

SVB Wealth’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	-20,000	Closed	-$1.02M	–	1574
2024 Q4	$1.02M	Buy	+20,000	New	+$1.17M	0.02%	313
2024 Q3	–	Sell	-20,000	Closed	-$1.32M	–	206
2024 Q2	$1.32M	Hold	20,000	–	–	0.03%	271
2024 Q1	$1.34M	Hold	20,000	–	–	0.03%	294
2023 Q4	$1.31M	Hold	20,000	–	–	0.03%	297
2023 Q3	$1.18M	Sell	20,000 -20,655	-51%	-$1.31M	0.03%	295
2023 Q2	$2.58M	Hold	40,655	–	–	0.05%	209
2023 Q1	$2.49M	Hold	40,655	–	–	0.03%	236
2022 Q4	$2.3M	Buy	+40,655	New	+$2.23M	0.03%	249

Other funds holding EWY

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.41% 1-Year Est. Return

NFT

Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return

SVB Wealth's EWY Position: Q1 2025 in Review

SVB Wealth sold out of iShares MSCI South Korea ETF (EWY) in Q1 2025, closing a stake of 20,000 shares — an estimated $1.02M sold.

SVB Wealth first reported a position in EWY in Q4 2022 and held it in 8 quarters. The position peaked at $2.58M in Q2 2023. 237 funds tracked by Wall St. Rank hold EWY as of Q1 2025.

SVB Wealth reported no remaining iShares MSCI South Korea ETF position as of Q1 2025 after selling out during the quarter.
SVB Wealth sold 20,000 iShares MSCI South Korea ETF shares in Q1 2025, an estimated $1.02M.
SVB Wealth first reported a position in iShares MSCI South Korea ETF in Q4 2022 and held it in 8 quarters.
SVB Wealth's iShares MSCI South Korea ETF position peaked at $2.58M in Q2 2023.
237 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.