Cavalier Investments’s iShares MSCI Taiwan ETF EWT Stock Holding History

Cavalier Investments’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 Q2	–	Sell	-82,529	Closed	-$3.74M	–	100
2023 Q1	$3.74M	Buy	82,529 +4,828	+6%	+$213K	1.53%	29
2022 Q4	$3.12M	Sell	77,701 -4,068	-5%	-$181K	1.12%	30
2022 Q3	$3.52M	Sell	81,769 -7,120	-8%	-$353K	1.27%	29
2022 Q2	$4.48M	Buy	88,889 +1,383	+2%	+$77K	1.57%	23
2022 Q1	$5.38M	Buy	87,506 +6,661	+8%	+$427K	1.41%	29
2021 Q4	$5.38M	Buy	80,845 +14,529	+22%	+$932K	1.4%	24
2021 Q3	$4.11M	Buy	66,316 +12,072	+22%	+$770K	1.3%	26
2021 Q2	$3.47M	Buy	54,244 +3,471	+7%	+$216K	1.25%	27
2021 Q1	$3.04M	Buy	+50,773	New	+$2.95M	1.32%	23
2018 Q2	–	Sell	-91,970	Closed	-$3.53M	–	168
2018 Q1	$3.53M	Buy	+91,970	New	+$3.47M	1.24%	10

Other funds holding EWT

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Cavalier Investments's EWT Position: Q2 2023 in Review

Cavalier Investments sold out of iShares MSCI Taiwan ETF (EWT) in Q2 2023, closing a stake of 82,529 shares — an estimated $3.74M sold.

Cavalier Investments first reported a position in EWT in Q1 2018 and held it in 10 quarters. The position peaked at $5.38M in Q4 2021. 214 funds tracked by Wall St. Rank hold EWT as of Q2 2023.

Cavalier Investments reported no remaining iShares MSCI Taiwan ETF position as of Q2 2023 after selling out during the quarter.
Cavalier Investments sold 82,529 iShares MSCI Taiwan ETF shares in Q2 2023, an estimated $3.74M.
Cavalier Investments first reported a position in iShares MSCI Taiwan ETF in Q1 2018 and held it in 10 quarters.
Cavalier Investments's iShares MSCI Taiwan ETF position peaked at $5.38M in Q4 2021.
214 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q2 2023.

Based on Cavalier Investments's 13F filing for Q2 2023, filed 11 Aug 2023.