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Boltwood Capital Management’s iShares MSCI Taiwan ETF EWT Stock Holding History

Boltwood Capital 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
2026
Q2 		$1.53M Buy
14,050
+2,300
+20% +$215K 0.35% 63
2026
Q1 		$833K Buy
11,750
+1,850
+19% +$130K 0.21% 96
2025
Q4 		$629K Buy
9,900
+250
+3% +$16.1K 0.16% 115
2025
Q3 		$614K Buy
9,650
+150
+2% +$9.03K 0.16% 115
2025
Q2 		$545K Sell
9,500
-600
-6% -$30.7K 0.16% 117
2025
Q1 		$480K Buy
10,100
+3,050
+43% +$157K 0.15% 122
2024
Q4 		$365K Buy
7,050
+275
+4% +$14.9K 0.11% 136
2024
Q3 		$365K Buy
6,775
+1,575
+30% +$83.8K 0.11% 135
2024
Q2 		$282K Sell
5,200
-400
-7% -$20K 0.09% 145
2024
Q1 		$273K Sell
5,600
-2,600
-32% -$120K 0.08% 149
2023
Q4 		$377K Buy
8,200
+2,575
+46% +$119K 0.13% 128
2023
Q3 		$251K Buy
5,625
+1,350
+32% +$62.5K 0.09% 138
2023
Q2 		$201K Buy
+4,275
New +$195K 0.07% 159

Other funds holding EWT

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $121M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return