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

Aprio 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
2020
Q4 		– Sell
-7,506
Closed -$337K – 55
2020
Q3 		$337K Sell
7,506
-46,583
-86% -$2.06M 0.24% 43
2020
Q2 		$2.17M Buy
+54,089
New +$2.01M 2.1% 12

Other funds holding EWT

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aprio Wealth Management's EWT Position: Q4 2020 in Review

Aprio Wealth Management sold out of iShares MSCI Taiwan ETF (EWT) in Q4 2020, closing a stake of 7,506 shares — an estimated $337K sold.

Aprio Wealth Management first reported a position in EWT in Q2 2020 and held it in 2 quarters. The position peaked at $2.17M in Q2 2020. 230 funds tracked by Wall St. Rank hold EWT as of Q4 2020.

  • Aprio Wealth Management reported no remaining iShares MSCI Taiwan ETF position as of Q4 2020 after selling out during the quarter.
  • Aprio Wealth Management sold 7,506 iShares MSCI Taiwan ETF shares in Q4 2020, an estimated $337K.
  • Aprio Wealth Management first reported a position in iShares MSCI Taiwan ETF in Q2 2020 and held it in 2 quarters.
  • Aprio Wealth Management's iShares MSCI Taiwan ETF position peaked at $2.17M in Q2 2020.
  • 230 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q4 2020.

Based on Aprio Wealth Management's 13F filing for Q4 2020, filed 11 Jan 2021.