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

Caldwell 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
2023 Q3	–	Sell	-41	Closed	-$1.93K	–	729
2023 Q2	$1.93K	Buy	+41	New	+$1.87K	﹤0.01%	721

Other funds holding EWT

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

Caldwell Trust's EWT Position: Q3 2023 in Review

Caldwell Trust sold out of iShares MSCI Taiwan ETF (EWT) in Q3 2023, closing a stake of 41 shares — an estimated $1.93K sold.

Caldwell Trust first reported a position in EWT in Q2 2023 and held it in 1 quarter. The position peaked at $1.93K in Q2 2023. 202 funds tracked by Wall St. Rank hold EWT as of Q3 2023.

Caldwell Trust reported no remaining iShares MSCI Taiwan ETF position as of Q3 2023 after selling out during the quarter.
Caldwell Trust sold 41 iShares MSCI Taiwan ETF shares in Q3 2023, an estimated $1.93K.
Caldwell Trust first reported a position in iShares MSCI Taiwan ETF in Q2 2023 and held it in 1 quarter.
Caldwell Trust's iShares MSCI Taiwan ETF position peaked at $1.93K in Q2 2023.
202 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q3 2023.

Based on Caldwell Trust's 13F filing for Q3 2023, filed 1 Oct 2025.