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 Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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.