iShares MSCI South Korea ETFEWY
EWY
0
Funds holding %
of 7,323 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
Based on 4 articles about EWY published over the past 30 days
Negative
CNBC International TV
5 days ago
Tariffs, especially the ones on chips, are the biggest risk factors to South Korea economy in H2: MS
Kathleen Oh of Morgan Stanley says there is now 'a lot of pressure' for South Korean trade negotiators in the U.S. to get the deal done. She views South Korea's fiscal position as 'manageable'.
Positive
WSJ
6 days ago
South Korea's Economy Rebounds in Second Quarter
The pickup in Asia's fourth-largest economy was largely driven by resilient exports and policy support.
Positive
CNBC Television
1 week ago
Tim Seymour: Early in a international market bull cycle underpinned by fundamentals
Tim Seymour, Seymour Asset Management CIO, joins 'Power Lunch' to discuss the world's equity performance, if it's a one-year phenomenon and much more.
Positive
Seeking Alpha
3 weeks ago
EWY: Dividend Tax Reform Could Boost Payout Ratios
While there has been decent semiconductor performance, the gains in EWY have come primarily from the exceptional year for the Won and corporate governance reform. Korea has lots of highly discounted, overcapitalised stocks on its market, and changes to the dividend tax code, as well as other mandated changes, are closing the discount. The discount on single stocks is still very present, and it will likely take a while for companies to change their ways, but like Japan things are improving.
Negative
WSJ
1 month 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
2 months ago
South Korean shares rise 1% as pharmaceutical stocks jump
Round-up of South Korean financial markets:
Neutral
Seeking Alpha
2 months 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
3 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
3 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
4 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%.
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