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Total Wealth Planning & Management’s iShares MSCI South Korea ETF EWY Stock Holding History

Total Wealth Planning & Management’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 		– Sell
-5,825
Closed -$717K – 225
2026
Q1 		$717K Sell
5,825
-16
-0.3% -$2K 0.53% 63
2025
Q4 		$568K Buy
+5,841
New +$534K 0.42% 69
2025
Q2 		$481K Buy
+6,698
New +$402K 0.39% 78

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

Total Wealth Planning & Management's EWY Position: Q2 2026 in Review

Total Wealth Planning & Management sold out of iShares MSCI South Korea ETF (EWY) in Q2 2026, closing a stake of 5,825 shares — an estimated $717K sold.

Total Wealth Planning & Management first reported a position in EWY in Q2 2025 and held it in 3 quarters. The position peaked at $717K in Q1 2026. 600 funds tracked by Wall St. Rank hold EWY as of Q2 2026.

  • Total Wealth Planning & Management reported no remaining iShares MSCI South Korea ETF position as of Q2 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 5,825 iShares MSCI South Korea ETF shares in Q2 2026, an estimated $717K.
  • Total Wealth Planning & Management first reported a position in iShares MSCI South Korea ETF in Q2 2025 and held it in 3 quarters.
  • Total Wealth Planning & Management's iShares MSCI South Korea ETF position peaked at $717K in Q1 2026.
  • 600 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.