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Concert Wealth Management’s iShares MSCI Taiwan ETF EWT Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-3,294
Closed -$103K – 605
2016
Q3 		$103K Buy
+3,294
New +$99.6K 0.01% 743
2015
Q4 		– Sell
-5,940
Closed -$158K – 705
2015
Q3 		$158K Buy
+5,940
New +$167K 0.02% 641

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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

Concert Wealth Management's EWT Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares MSCI Taiwan ETF (EWT) in Q4 2016, closing a stake of 3,294 shares — an estimated $103K sold.

Concert Wealth Management first reported a position in EWT in Q3 2015 and held it in 2 quarters. The position peaked at $158K in Q3 2015. 183 funds tracked by Wall St. Rank hold EWT as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares MSCI Taiwan ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 3,294 iShares MSCI Taiwan ETF shares in Q4 2016, an estimated $103K.
  • Concert Wealth Management first reported a position in iShares MSCI Taiwan ETF in Q3 2015 and held it in 2 quarters.
  • Concert Wealth Management's iShares MSCI Taiwan ETF position peaked at $158K in Q3 2015.
  • 183 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.