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

Ameliora 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
2023
Q4 		– Sell
-2,580
Closed -$115K – 201
2023
Q3 		$115K Buy
+2,580
New +$119K 0.07% 97

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Northern Trust
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OMC
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
CCA
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Ameliora Wealth Management's EWT Position: Q4 2023 in Review

Ameliora Wealth Management sold out of iShares MSCI Taiwan ETF (EWT) in Q4 2023, closing a stake of 2,580 shares — an estimated $115K sold.

Ameliora Wealth Management first reported a position in EWT in Q3 2023 and held it in 1 quarter. The position peaked at $115K in Q3 2023. 214 funds tracked by Wall St. Rank hold EWT as of Q4 2023.

  • Ameliora Wealth Management reported no remaining iShares MSCI Taiwan ETF position as of Q4 2023 after selling out during the quarter.
  • Ameliora Wealth Management sold 2,580 iShares MSCI Taiwan ETF shares in Q4 2023, an estimated $115K.
  • Ameliora Wealth Management first reported a position in iShares MSCI Taiwan ETF in Q3 2023 and held it in 1 quarter.
  • Ameliora Wealth Management's iShares MSCI Taiwan ETF position peaked at $115K in Q3 2023.
  • 214 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q4 2023.

Based on Ameliora Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.