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

Baystate 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
2022
Q4 		– Sell
-256
Closed -$11K – 946
2022
Q3 		$11K Hold
256
– – ﹤0.01% 520
2022
Q2 		$13K Hold
256
– – ﹤0.01% 516
2022
Q1 		$16K Sell
256
-257
-50% -$16.5K ﹤0.01% 500
2021
Q4 		$34K Buy
+513
New +$32.9K ﹤0.01% 382

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baystate Wealth Management's EWT Position: Q4 2022 in Review

Baystate Wealth Management sold out of iShares MSCI Taiwan ETF (EWT) in Q4 2022, closing a stake of 256 shares — an estimated $11K sold.

Baystate Wealth Management first reported a position in EWT in Q4 2021 and held it in 4 quarters. The position peaked at $34K in Q4 2021. 202 funds tracked by Wall St. Rank hold EWT as of Q4 2022.

  • Baystate Wealth Management reported no remaining iShares MSCI Taiwan ETF position as of Q4 2022 after selling out during the quarter.
  • Baystate Wealth Management sold 256 iShares MSCI Taiwan ETF shares in Q4 2022, an estimated $11K.
  • Baystate Wealth Management first reported a position in iShares MSCI Taiwan ETF in Q4 2021 and held it in 4 quarters.
  • Baystate Wealth Management's iShares MSCI Taiwan ETF position peaked at $34K in Q4 2021.
  • 202 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q4 2022.

Based on Baystate Wealth Management's 13F filing for Q4 2022, filed 13 Jan 2023.