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Beacon Trust’s iShares MSCI Taiwan ETF EWT Stock Holding History

Beacon Trust’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
2015
Q4 		– Sell
-6,760
Closed -$178K – 183
2015
Q3 		$178K Sell
6,760
-2,575
-28% -$72.4K 0.03% 181
2015
Q2 		$295K Buy
9,335
+534
+6% +$17.2K 0.05% 160
2015
Q1 		$277K Sell
8,801
-2,314
-21% -$72.2K 0.04% 180
2014
Q4 		$336K Buy
11,115
+3,709
+50% +$114K 0.05% 162
2014
Q3 		$226K Sell
7,406
-2,573
-26% -$82.7K 0.04% 176
2014
Q2 		$315K Sell
9,979
-104
-1% -$3.12K 0.05% 154
2014
Q1 		$290K Sell
10,083
-507
-5% -$14.1K 0.05% 150
2013
Q4 		$305K Sell
10,590
-164
-2% -$4.67K 0.05% 148
2013
Q3 		$299K Buy
+10,754
New +$294K 0.06% 142

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Beacon Trust's EWT Position: Q4 2015 in Review

Beacon Trust sold out of iShares MSCI Taiwan ETF (EWT) in Q4 2015, closing a stake of 6,760 shares — an estimated $178K sold.

Beacon Trust first reported a position in EWT in Q3 2013 and held it in 9 quarters. The position peaked at $336K in Q4 2014. 188 funds tracked by Wall St. Rank hold EWT as of Q4 2015.

  • Beacon Trust reported no remaining iShares MSCI Taiwan ETF position as of Q4 2015 after selling out during the quarter.
  • Beacon Trust sold 6,760 iShares MSCI Taiwan ETF shares in Q4 2015, an estimated $178K.
  • Beacon Trust first reported a position in iShares MSCI Taiwan ETF in Q3 2013 and held it in 9 quarters.
  • Beacon Trust's iShares MSCI Taiwan ETF position peaked at $336K in Q4 2014.
  • 188 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q4 2015.

Based on Beacon Trust's 13F filing for Q4 2015, filed 2 Feb 2016.