VisionPoint Advisory Group’s iShares MSCI South Korea ETF EWY Stock Holding History

VisionPoint Advisory Group’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	$1.72M	Sell	8,533 -431	-5%	-$76.1K	0.28%	80
2026 Q1	$1.1M	Buy	8,964 +339	+4%	+$42.4K	0.21%	112
2025 Q4	$839K	Buy	+8,625	New	+$788K	0.16%	141
2024 Q2	–	Sell	-822	Closed	-$55.2K	–	837
2024 Q1	$55.2K	Buy	+822	New	+$52.2K	0.02%	254
2021 Q3	–	Sell	-26,413	Closed	-$2.46M	–	104
2021 Q2	$2.46M	Buy	26,413 +10,561	+67%	+$972K	1.1%	30
2021 Q1	$1.42M	Buy	15,852 +8,363	+112%	+$760K	0.68%	47
2020 Q4	$644K	Buy	+7,489	New	+$554K	0.32%	68

Other funds holding EWY

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

Topor & Co Korea Seoul $127M AUM

Shayne & Jacobs LLC Nashville, Tennessee $337M AUM 19.04% 1-Year Est. Return