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Arete Wealth Advisors’s iShares MSCI Taiwan ETF EWT Stock Holding History

Arete Wealth Advisors’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
2024
Q4 		– Sell
-4,497
Closed -$241K – 760
2024
Q3 		$241K Sell
4,497
-826
-16% -$43.9K 0.02% 590
2024
Q2 		$288K Buy
+5,323
New +$267K 0.02% 541
2024
Q1 		– Sell
-7,406
Closed -$341K – 483
2023
Q4 		$341K Buy
+7,406
New +$344K 0.03% 515
2023
Q3 		– Sell
-6,880
Closed -$323K – 562
2023
Q2 		$323K Buy
+6,880
New +$314K 0.03% 472
2022
Q4 		– Sell
-6,353
Closed -$274K – 655
2022
Q3 		$274K Sell
6,353
-108
-2% -$5.35K 0.03% 427
2022
Q2 		$326K Buy
6,461
+1,583
+32% +$88.1K 0.03% 316
2022
Q1 		$300K Buy
4,878
+1,486
+44% +$95.2K 0.03% 377
2021
Q4 		$228K Buy
+3,392
New +$218K 0.02% 440
2021
Q2 		– Sell
-5,224
Closed -$313K – 394
2021
Q1 		$313K Buy
+5,224
New +$304K 0.04% 310
2020
Q1 		– Sell
-7,790
Closed -$320K – 363
2019
Q4 		$320K Buy
+7,790
New +$307K 0.06% 285
2016
Q4 		– Sell
-5,276
Closed -$166K – 190
2016
Q3 		$166K Buy
+5,276
New +$160K 0.1% 143

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
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Arete Wealth Advisors's EWT Position: Q4 2024 in Review

Arete Wealth Advisors sold out of iShares MSCI Taiwan ETF (EWT) in Q4 2024, closing a stake of 4,497 shares — an estimated $241K sold.

Arete Wealth Advisors first reported a position in EWT in Q3 2016 and held it in 11 quarters. The position peaked at $341K in Q4 2023. 204 funds tracked by Wall St. Rank hold EWT as of Q4 2024.

  • Arete Wealth Advisors reported no remaining iShares MSCI Taiwan ETF position as of Q4 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,497 iShares MSCI Taiwan ETF shares in Q4 2024, an estimated $241K.
  • Arete Wealth Advisors first reported a position in iShares MSCI Taiwan ETF in Q3 2016 and held it in 11 quarters.
  • Arete Wealth Advisors's iShares MSCI Taiwan ETF position peaked at $341K in Q4 2023.
  • 204 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q4 2024.

Based on Arete Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.