Allied Private Wealth’s iShares MSCI Taiwan ETF EWT Stock Holding History

Allied Private Wealth’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	$15.4K	Buy	+148	New	+$13.8K	0.01%	442

Other funds holding EWT

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Miller Global Investments Dallas, Texas $121M AUM

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Roan Capital Partners Johnson City, Tennessee $121M AUM

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return