Asset Dedication LLC’s iShares MSCI Taiwan ETF EWT Stock Holding History

Asset Dedication LLC’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 Q3	$3.95K	Buy	+35	New	+$3.69K	﹤0.01%	943
2021 Q4	–	Sell	-165	Closed	-$10K	–	957
2021 Q3	$10K	Hold	165	–	–	﹤0.01%	691
2021 Q2	$11K	Hold	165	–	–	﹤0.01%	604
2021 Q1	$10K	Hold	165	–	–	﹤0.01%	501
2020 Q4	$9K	Hold	165	–	–	﹤0.01%	564
2020 Q3	$7K	Hold	165	–	–	﹤0.01%	570
2020 Q2	$7K	Buy	+165	New	+$6.14K	﹤0.01%	495

Other funds holding EWT

City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Asset Dedication LLC's EWT Position: Q3 2026 in Review

Asset Dedication LLC opened a new position in iShares MSCI Taiwan ETF (EWT) in Q3 2026: 35 shares worth $3.95K. The stake represents ﹤0.01% of the portfolio and ranks #943 among its holdings. This is a return to the name: Asset Dedication LLC previously reported a position in EWT as recently as Q3 2021.

Asset Dedication LLC first reported a position in EWT in Q2 2020 and has held it in 7 quarters since. The position peaked at $11K in Q2 2021. 141 funds tracked by Wall St. Rank hold EWT as of Q3 2026.

Asset Dedication LLC held 35 shares of iShares MSCI Taiwan ETF worth $3.95K as of Q3 2026.
iShares MSCI Taiwan ETF was a new Asset Dedication LLC position in Q3 2026.
iShares MSCI Taiwan ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q3 2026, its #943 holding.
Asset Dedication LLC first reported a position in iShares MSCI Taiwan ETF in Q2 2020 and has held it in 7 quarters since.
Asset Dedication LLC's iShares MSCI Taiwan ETF position peaked at $11K in Q2 2021.
141 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q3 2026.

Based on Asset Dedication LLC's 13F filing for Q3 2026, filed 3 Nov 2026.