iShares MSCI South Korea ETF
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
133% more call options, than puts
Call options by funds: $167M | Put options by funds: $71.7M
29% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 41
22% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 60
4% more funds holding
Funds holding: 224 [Q4 2024] → 234 (+10) [Q1 2025]
0.68% less ownership
Funds ownership: 67.57% [Q4 2024] → 66.89% (-0.68%) [Q1 2025]
11% less capital invested
Capital invested by funds: $2.14B [Q4 2024] → $1.89B (-$242M) [Q1 2025]
25% less funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 3 (-1) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for EWY.
Financial journalist opinion
Negative
WSJ
2 weeks ago
South Korea's Exports Drop as Tariffs Take Toll
South Korea's exports fell in May, with shipments to the U.S. shrinking for a second consecutive month as President Trump's sweeping tariffs hurt global trade.

Positive
Reuters
3 weeks ago
South Korean shares rise 1% as pharmaceutical stocks jump
Round-up of South Korean financial markets:

Neutral
Seeking Alpha
1 month ago
Why The South Korea's Market Is Still Not A Buy Despite Tariff Relief Rally
US-China trade war carries multiple downside risks for South Korea's economy which is heavily exposed to both countries. Trade war's end result likely to be lower Korean exports to China, margin compression for major exporters. Tariff might still be a boon for Korean economy in the long-term if it alleviates competitive pressure coming from China.

Neutral
Seeking Alpha
2 months ago
Country ETFs Since Liberation Day And Pause Day
The S&P 500 (SPY) rallied 5.7% this week but remains down 5.4% since the close on "Liberation Day" on 4/2. The average country ETF is down 4% since 4/2, so SPY has underperformed that since Trump's Rose Garden announcement. Asian countries like Vietnam (VNAM) and Thailand (THD) had some of the harshest reciprocal tariffs announced on Liberation Day, and since the pause, these two have bounced back 16.7% and 14.1%.

Positive
Barrons
2 months ago
Korea's Market Is Much More Than Cars. 4 Chip and Defense Stocks for Right Now.
The dip in Korean stocks could be worth buying on, once the smoke clears. Less known to markets are Korean defense stocks, which have been soaring on anticipated demand from a rearming Europe.

Positive
Seeking Alpha
2 months ago
Country ETF Dividends
Topping the list and outperforming in that span have been emerging market countries like Brazil and India, which are both up well over 6.5%. International ETFs don't only have momentum on their side, but they also offer higher yields than the US at the current moment. Across all 22 ETFs, the average yield stands at 3.25%.

Neutral
ETF Trends
3 months ago
Emerging Markets Watchlist: March 10, 2025
Our emerging markets watchlist tracks nine indexes from emerging economies around the world. Emerging markets are countries with economies in the process of rapid growth and industrialization.

Negative
Seeking Alpha
3 months ago
EWY: Sitting Out The South Korean Rally
After a poor 2024, South Korea has rallied year-to-date. Valuations aren't that cheap as a result. Meanwhile, fundamental challenges still loom large.

Negative
Seeking Alpha
3 months ago
EWY: What To Do When Korea Is Cheaper Than China
Korean equities, tracked by EWY, are once again cheaper than Chinese equities, making them attractive due to Korea's technological edge and U.S.-friendly stance. EWY is around 21% Samsung, and most of the time acts as a proxy for this otherwise difficult-to-trade stock. Samsung underperformed the broader Korean market on the back of downward earnings revisions, and now trades at 9x 2026 estimated GAAP EPS.

Positive
CNBC
3 months ago
South Korean defense stocks track gains in global peers amid rising security concerns
Gains among South Korean names were led by Hanwha Aerospace, Korea Aerospace Industries, Hyundai Rotem and LIG Nex1. The pickup in South Korean stocks comes amid expectations of higher defense costs in Europe, after regional leaders held security talks that touched on bolstered military spending.

Charts implemented using Lightweight Charts™