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 Q3	$1.42M	Sell	7,752 -781	-9%	-$137K	0.22%	102
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	–	835
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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

EFG

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

VisionPoint Advisory Group's EWY Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its iShares MSCI South Korea ETF (EWY) stake by 9.2% in Q3 2026, selling an estimated $137K and leaving 7,752 shares worth $1.42M. The position accounts for 0.22% of the portfolio, ranked #102.

VisionPoint Advisory Group first reported a position in EWY in Q4 2020 and has held it in 8 quarters since. The position peaked at $2.46M in Q2 2021. 22 funds tracked by Wall St. Rank hold EWY as of Q3 2026.

VisionPoint Advisory Group held 7,752 shares of iShares MSCI South Korea ETF worth $1.42M as of Q3 2026.
VisionPoint Advisory Group sold 781 iShares MSCI South Korea ETF shares in Q3 2026, an estimated $137K.
iShares MSCI South Korea ETF made up 0.22% of VisionPoint Advisory Group's portfolio in Q3 2026, its #102 holding.
VisionPoint Advisory Group first reported a position in iShares MSCI South Korea ETF in Q4 2020 and has held it in 8 quarters since.
VisionPoint Advisory Group's iShares MSCI South Korea ETF position peaked at $2.46M in Q2 2021.
22 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.