AllSquare Wealth Management’s iShares MSCI Taiwan ETF EWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $39.7K | Hold |
624
| – | – | 0.02% | 259 |
|
|
2025
Q2 | $35.8K | Hold |
624
| – | – | 0.02% | 258 |
|
|
2025
Q1 | $29.6K | Hold |
624
| – | – | 0.02% | 267 |
|
|
2024
Q4 | $32.3K | Buy |
624
+10
| +2% | +$543 | 0.02% | 258 |
|
|
2024
Q3 | $33.1K | Hold |
614
| – | – | 0.02% | 257 |
|
|
2024
Q2 | $33.3K | Hold |
614
| – | – | 0.02% | 253 |
|
|
2024
Q1 | $29.9K | Hold |
614
| – | – | 0.02% | 260 |
|
|
2023
Q4 | $28.3K | Buy |
614
+68
| +12% | +$3.15K | 0.02% | 266 |
|
|
2023
Q3 | $24.3K | Hold |
546
| – | – | 0.02% | 275 |
|
|
2023
Q2 | $25.6K | Hold |
546
| – | – | 0.02% | 278 |
|
|
2023
Q1 | $24.8K | Hold |
546
| – | – | 0.02% | 283 |
|
|
2022
Q4 | $21.9K | Buy |
546
+84
| +18% | +$3.74K | 0.02% | 278 |
|
|
2022
Q3 | $20K | Hold |
462
| – | – | 0.01% | 276 |
|
|
2022
Q2 | $23K | Hold |
462
| – | – | 0.02% | 275 |
|
|
2022
Q1 | $28K | Hold |
462
| – | – | 0.02% | 277 |
|
|
2021
Q4 | $31K | Buy |
462
+12
| +3% | +$770 | 0.02% | 273 |
|
|
2021
Q3 | $28K | Hold |
450
| – | – | 0.02% | 282 |
|
|
2021
Q2 | $29K | Hold |
450
| – | – | 0.02% | 292 |
|
|
2021
Q1 | $27K | Hold |
450
| – | – | 0.02% | 287 |
|
|
2020
Q4 | $24K | Hold |
450
| – | – | 0.02% | 261 |
|
|
2020
Q3 | $20K | Hold |
450
| – | – | 0.01% | 266 |
|
|
2020
Q2 | $18K | Hold |
450
| – | – | 0.01% | 269 |
|
|
2020
Q1 | $15K | Hold |
450
| – | – | 0.01% | 266 |
|
|
2019
Q4 | $19K | Hold |
450
| – | – | 0.01% | 264 |
|
|
2019
Q3 | $16K | Hold |
450
| – | – | 0.01% | 279 |
|
|
2019
Q2 | $16K | Hold |
450
| – | – | 0.01% | 282 |
|
|
2019
Q1 | $16K | Hold |
450
| – | – | 0.01% | 275 |
|
|
2018
Q4 | $14K | Hold |
450
| – | – | 0.01% | 275 |
|
|
2018
Q3 | $17K | Hold |
450
| – | – | 0.01% | 285 |
|
|
2018
Q2 | $16K | Hold |
450
| – | – | 0.01% | 291 |
|
|
2018
Q1 | $17K | Hold |
450
| – | – | 0.01% | 245 |
|
|
2017
Q4 | $16K | Hold |
450
| – | – | 0.01% | 250 |
|
|
2017
Q3 | $16K | Buy |
+450
| New | +$16.5K | 0.01% | 242 |
|
|
2017
Q2 | – | Sell |
-450
| Closed | -$15K | – | 225 |
|
|
2017
Q1 | $15K | Hold |
450
| – | – | 0.01% | 235 |
|
|
2016
Q4 | $13K | Hold |
450
| – | – | 0.01% | 217 |
|
|
2016
Q3 | $14K | Hold |
450
| – | – | 0.01% | 201 |
|
|
2016
Q2 | $13K | Hold |
450
| – | – | 0.01% | 196 |
|
|
2016
Q1 | $12K | Buy |
450
+260
| +137% | +$6.61K | 0.01% | 202 |
|
|
2015
Q4 | $5K | Hold |
190
| – | – | 0.01% | 246 |
|
|
2015
Q3 | $5K | Hold |
190
| – | – | 0.01% | 250 |
|
|
2015
Q2 | $6K | Hold |
190
| – | – | 0.01% | 261 |
|
|
2015
Q1 | $6K | Buy |
+190
| New | +$5.93K | 0.01% | 261 |
|
Other funds holding EWT
PPFA
SLF
AllSquare Wealth Management's EWT Position: Q3 2025 in Review
AllSquare Wealth Management held its iShares MSCI Taiwan ETF (EWT) position steady in Q3 2025 at 624 shares worth $39.7K. The position accounts for 0.02% of the portfolio, ranked #259.
AllSquare Wealth Management first reported a position in EWT in Q1 2015 and has held it in 42 quarters since. 217 funds tracked by Wall St. Rank hold EWT as of Q3 2025.
- AllSquare Wealth Management held 624 shares of iShares MSCI Taiwan ETF worth $39.7K as of Q3 2025.
- AllSquare Wealth Management left its iShares MSCI Taiwan ETF share count unchanged in Q3 2025.
- iShares MSCI Taiwan ETF made up 0.02% of AllSquare Wealth Management's portfolio in Q3 2025, its #259 holding.
- AllSquare Wealth Management first reported a position in iShares MSCI Taiwan ETF in Q1 2015 and has held it in 42 quarters since.
- 217 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.