Capstone Investment Advisors
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Capstone Investment Advisors’s iShares MSCI Taiwan ETF EWT Stock Holding History

Capstone Investment Advisors’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
2024
Q4 		– Sell
-1
Closed -$54 – 1899
2024
Q3 		$54 Buy
+1
New +$53 ﹤0.01% 1885
2022
Q2 		– Sell
-7,500
Closed -$418K – 1920
2022
Q1 		$461K Buy
+7,500
New +$481K ﹤0.01% 1522
2018
Q3 		– Sell
-10,669
Closed -$384K – 1311
2018
Q2 		$384K Buy
+10,669
New +$394K 0.01% 509
2018
Q1 		– Sell
-48,438
Closed -$1.75M – 401
2017
Q4 		$1.75M Sell
48,438
-258,258
-84% -$9.58M 0.05% 168
2017
Q3 		$11.1M Buy
+306,696
New +$11.3M 0.39% 67
2017
Q2 		– Sell
-65,325
Closed -$2.17M – 717
2017
Q1 		$2.17M Sell
65,325
-55,478
-46% -$1.78M 0.05% 268
2016
Q4 		$3.55M Buy
+120,803
New +$3.72M 0.11% 178

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 $6.73T AUM 46.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Capstone Investment Advisors's EWT Position: Q4 2024 in Review

Capstone Investment Advisors sold out of iShares MSCI Taiwan ETF (EWT) in Q4 2024, closing a stake of 1 share — an estimated $54 sold.

Capstone Investment Advisors first reported a position in EWT in Q4 2016 and held it in 7 quarters. The position peaked at $11.1M in Q3 2017. 204 funds tracked by Wall St. Rank hold EWT as of Q4 2024.

  • Capstone Investment Advisors reported no remaining iShares MSCI Taiwan ETF position as of Q4 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 1 iShares MSCI Taiwan ETF share in Q4 2024, an estimated $54.
  • Capstone Investment Advisors first reported a position in iShares MSCI Taiwan ETF in Q4 2016 and held it in 7 quarters.
  • Capstone Investment Advisors's iShares MSCI Taiwan ETF position peaked at $11.1M in Q3 2017.
  • 204 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q4 2024.

Based on Capstone Investment Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.