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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
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 $1.37T AUM 24.88% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Total Wealth Planning & Management's EWY Position: Q1 2026 in Review

Total Wealth Planning & Management reduced its iShares MSCI South Korea ETF (EWY) stake by 0.27% in Q1 2026, selling an estimated $2K and leaving 5,825 shares worth $717K. The position accounts for 0.53% of the portfolio, ranked #63.

Total Wealth Planning & Management first reported a position in EWY in Q2 2025 and has held it in 3 quarters since. 468 funds tracked by Wall St. Rank hold EWY as of Q1 2026.

  • Total Wealth Planning & Management held 5,825 shares of iShares MSCI South Korea ETF worth $717K as of Q1 2026.
  • Total Wealth Planning & Management sold 16 iShares MSCI South Korea ETF shares in Q1 2026, an estimated $2K.
  • iShares MSCI South Korea ETF made up 0.53% of Total Wealth Planning & Management's portfolio in Q1 2026, its #63 holding.
  • Total Wealth Planning & Management first reported a position in iShares MSCI South Korea ETF in Q2 2025 and has held it in 3 quarters since.
  • 468 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.