CFA
EWT icon

Carroll Financial Associates’s iShares MSCI Taiwan ETF EWT Stock Holding History

Carroll Financial Associates’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
2021
Q4 		– Sell
-215
Closed -$13K – 1709
2021
Q3 		$13K Buy
+215
New +$13.7K ﹤0.01% 1113

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

Carroll Financial Associates's EWT Position: Q4 2021 in Review

Carroll Financial Associates sold out of iShares MSCI Taiwan ETF (EWT) in Q4 2021, closing a stake of 215 shares — an estimated $13K sold.

Carroll Financial Associates first reported a position in EWT in Q3 2021 and held it in 1 quarter. The position peaked at $13K in Q3 2021. 242 funds tracked by Wall St. Rank hold EWT as of Q4 2021.

  • Carroll Financial Associates reported no remaining iShares MSCI Taiwan ETF position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 215 iShares MSCI Taiwan ETF shares in Q4 2021, an estimated $13K.
  • Carroll Financial Associates first reported a position in iShares MSCI Taiwan ETF in Q3 2021 and held it in 1 quarter.
  • Carroll Financial Associates's iShares MSCI Taiwan ETF position peaked at $13K in Q3 2021.
  • 242 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.