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Trek Financial’s iShares MSCI South Korea ETF EWY Stock Holding History

Trek Financial’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 		– Sell
-8,588
Closed -$835K – 499
2025
Q4 		$835K Sell
8,588
-43,770
-84% -$4M 0.05% 238
2025
Q3 		$4.19M Buy
+52,358
New +$3.9M 0.25% 106
2024
Q2 		– Sell
-5,665
Closed -$380K – 418
2024
Q1 		$380K Buy
+5,665
New +$360K 0.03% 260
2021
Q2 		– Sell
-2,923
Closed -$262K – 235
2021
Q1 		$262K Sell
2,923
-11,261
-79% -$1.02M 0.03% 154
2020
Q4 		$1.22M Buy
+14,184
New +$1.05M 0.16% 52

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

Trek Financial's EWY Position: Q1 2026 in Review

Trek Financial sold out of iShares MSCI South Korea ETF (EWY) in Q1 2026, closing a stake of 8,588 shares — an estimated $835K sold.

Trek Financial first reported a position in EWY in Q4 2020 and held it in 5 quarters. The position peaked at $4.19M in Q3 2025. 468 funds tracked by Wall St. Rank hold EWY as of Q1 2026.

  • Trek Financial reported no remaining iShares MSCI South Korea ETF position as of Q1 2026 after selling out during the quarter.
  • Trek Financial sold 8,588 iShares MSCI South Korea ETF shares in Q1 2026, an estimated $835K.
  • Trek Financial first reported a position in iShares MSCI South Korea ETF in Q4 2020 and held it in 5 quarters.
  • Trek Financial's iShares MSCI South Korea ETF position peaked at $4.19M in Q3 2025.
  • 468 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q1 2026.

Based on Trek Financial's 13F filing for Q1 2026, filed 13 May 2026.