Waverly Advisors’s iShares MSCI South Korea ETF EWY Stock Holding History

Waverly Advisors’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	$2.09M	Buy	10,362 +8,233	+387%	+$1.45M	0.01%	685
2026 Q1	$262K	Sell	2,129 -80	-4%	-$10K	﹤0.01%	1376
2025 Q4	$215K	Buy	+2,209	New	+$202K	﹤0.01%	1361
2018 Q1	–	Sell	-557	Closed	-$42K	–	248
2017 Q4	$42K	Buy	+557	New	+$41.2K	0.01%	262
2014 Q1	–	Sell	-119	Closed	-$8K	–	746
2013 Q4	$8K	Hold	119	–	–	﹤0.01%	587
2013 Q3	$7K	Buy	+119	New	+$6.81K	﹤0.01%	466

Other funds holding EWY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Waverly Advisors's EWY Position: Q2 2026 in Review

Waverly Advisors increased its iShares MSCI South Korea ETF (EWY) stake by 387% in Q2 2026, buying an estimated $1.45M and bringing the position to 10,362 shares worth $2.09M. The position accounts for 0.01% of the portfolio, ranked #685.

Waverly Advisors first reported a position in EWY in Q3 2013 and has held it in 6 quarters since. 600 funds tracked by Wall St. Rank hold EWY as of Q2 2026.

Waverly Advisors held 10,362 shares of iShares MSCI South Korea ETF worth $2.09M as of Q2 2026.
Waverly Advisors bought 8,233 iShares MSCI South Korea ETF shares in Q2 2026, an estimated $1.45M.
iShares MSCI South Korea ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #685 holding.
Waverly Advisors first reported a position in iShares MSCI South Korea ETF in Q3 2013 and has held it in 6 quarters since.
600 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.