CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s iShares MSCI Taiwan ETF EWT Stock Holding History

CAPTRUST Financial 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
2026
Q2 		– Sell
-4,334
Closed -$307K – 3321
2026
Q1 		$307K Buy
+4,334
New +$305K ﹤0.01% 2366
2022
Q3 		– Sell
-4,237
Closed -$214K – 2691
2022
Q2 		$214K Sell
4,237
-1,125
-21% -$62.6K ﹤0.01% 1658
2022
Q1 		$329K Sell
5,362
-642
-11% -$41.1K ﹤0.01% 1389
2021
Q4 		$400K Sell
6,004
-2,234
-27% -$143K ﹤0.01% 1227
2021
Q3 		$511K Sell
8,238
-12,209
-60% -$778K ﹤0.01% 1023
2021
Q2 		$1.31M Buy
20,447
+14,415
+239% +$897K 0.01% 630
2021
Q1 		$362K Buy
6,032
+6,030
+301,500% +$350K ﹤0.01% 1127
2020
Q4 		$0 Buy
+2
New +$98 ﹤0.01% 3433
2018
Q3 		– Sell
-260
Closed -$9K – 1605
2018
Q2 		$9K Buy
+260
New +$9.6K ﹤0.01% 1189
2016
Q2 		– Sell
-834
Closed -$23K – 111
2016
Q1 		$23K Sell
834
-104
-11% -$2.64K ﹤0.01% 146
2015
Q4 		$24K Sell
938
-35
-4% -$959 ﹤0.01% 148
2015
Q3 		$26K Buy
973
+106
+12% +$2.98K ﹤0.01% 126
2015
Q2 		$27K Buy
867
+772
+813% +$24.9K ﹤0.01% 116
2015
Q1 		$2.99K Hold
95
– – ﹤0.01% 169
2014
Q4 		$3K Buy
+95
New +$2.92K ﹤0.01% 154

Other funds holding EWT

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

CAPTRUST Financial Advisors's EWT Position: Q2 2026 in Review

CAPTRUST Financial Advisors sold out of iShares MSCI Taiwan ETF (EWT) in Q2 2026, closing a stake of 4,334 shares — an estimated $307K sold.

CAPTRUST Financial Advisors first reported a position in EWT in Q4 2014 and held it in 15 quarters. The position peaked at $1.31M in Q2 2021. 305 funds tracked by Wall St. Rank hold EWT as of Q2 2026.

  • CAPTRUST Financial Advisors reported no remaining iShares MSCI Taiwan ETF position as of Q2 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 4,334 iShares MSCI Taiwan ETF shares in Q2 2026, an estimated $307K.
  • CAPTRUST Financial Advisors first reported a position in iShares MSCI Taiwan ETF in Q4 2014 and held it in 15 quarters.
  • CAPTRUST Financial Advisors's iShares MSCI Taiwan ETF position peaked at $1.31M in Q2 2021.
  • 305 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.