AE Wealth Management’s iShares MSCI Taiwan ETF EWT Stock Holding History

AE Wealth Management’s Portfolio EWT Stock Details EWT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.13K	Buy	38 +18	+90%	+$1.68K	﹤0.01%	2493
2026 Q1	$1.42K	Sell	20 -1	-5%	-$70	﹤0.01%	2496
2025 Q4	$1.33K	Sell	21 -149	-88%	-$9.59K	﹤0.01%	2368
2025 Q3	$10.8K	Hold	170	–	–	﹤0.01%	1988
2025 Q2	$9.76K	Buy	170 +149	+710%	+$7.62K	﹤0.01%	1879
2025 Q1	$997	Sell	21 -54	-72%	-$2.78K	﹤0.01%	2074
2024 Q4	$3.88K	Buy	+75	New	+$4.07K	﹤0.01%	1940
2023 Q2	–	Sell	-13,060	Closed	-$592K	–	1946
2023 Q1	$592K	Buy	+13,060	New	+$577K	﹤0.01%	1260
2022 Q3	–	Sell	-10,238	Closed	-$516K	–	1789
2022 Q2	$516K	Sell	10,238 -145	-1%	-$8.07K	﹤0.01%	1186
2022 Q1	$638K	Sell	10,383 -263	-2%	-$16.9K	﹤0.01%	1106
2021 Q4	$709K	Sell	10,646 -93	-0.9%	-$5.97K	﹤0.01%	1100
2021 Q3	$666K	Buy	10,739 +497	+5%	+$31.7K	0.01%	1031
2021 Q2	$655K	Buy	10,242 +1,543	+18%	+$96K	0.01%	1025
2021 Q1	$522K	Buy	+8,699	New	+$505K	0.01%	1013

Other funds holding EWT

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

AE Wealth Management's EWT Position: Q2 2026 in Review

AE Wealth Management increased its iShares MSCI Taiwan ETF (EWT) stake by 90% in Q2 2026, buying an estimated $1.68K and bringing the position to 38 shares worth $4.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2493.

AE Wealth Management first reported a position in EWT in Q1 2021 and has held it in 14 quarters since. The position peaked at $709K in Q4 2021. 305 funds tracked by Wall St. Rank hold EWT as of Q2 2026.

AE Wealth Management held 38 shares of iShares MSCI Taiwan ETF worth $4.13K as of Q2 2026.
AE Wealth Management bought 18 iShares MSCI Taiwan ETF shares in Q2 2026, an estimated $1.68K.
iShares MSCI Taiwan ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2493 holding.
AE Wealth Management first reported a position in iShares MSCI Taiwan ETF in Q1 2021 and has held it in 14 quarters since.
AE Wealth Management's iShares MSCI Taiwan ETF position peaked at $709K in Q4 2021.
305 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.