Concord Wealth Partners’s iShares MSCI Taiwan ETF EWT Stock Holding History

Concord Wealth Partners’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	-199	Closed	-$10.7K	–	946
2024 Q3	$10.7K	Hold	199	–	–	﹤0.01%	553
2024 Q2	$10.8K	Hold	199	–	–	﹤0.01%	501
2024 Q1	$9.66K	Hold	199	–	–	﹤0.01%	573
2023 Q4	$9.14K	Buy	199 +22	+12%	+$1.02K	﹤0.01%	577
2023 Q3	$7.87K	Hold	177	–	–	﹤0.01%	655
2023 Q2	$8.3K	Hold	177	–	–	﹤0.01%	632
2023 Q1	$8.01K	Hold	177	–	–	﹤0.01%	617
2022 Q4	$7.09K	Buy	+177	New	+$7.88K	﹤0.01%	689
2022 Q3	–	Sell	-149	Closed	-$8K	–	468
2022 Q2	$8K	Hold	149	–	–	﹤0.01%	725
2022 Q1	$9K	Hold	149	–	–	﹤0.01%	798
2021 Q4	$10K	Buy	+149	New	+$9.56K	﹤0.01%	779

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

Concord Wealth Partners's EWT Position: Q4 2024 in Review

Concord Wealth Partners sold out of iShares MSCI Taiwan ETF (EWT) in Q4 2024, closing a stake of 199 shares — an estimated $10.7K sold.

Concord Wealth Partners first reported a position in EWT in Q4 2021 and held it in 11 quarters. The position peaked at $10.8K in Q2 2024. 204 funds tracked by Wall St. Rank hold EWT as of Q4 2024.

Concord Wealth Partners reported no remaining iShares MSCI Taiwan ETF position as of Q4 2024 after selling out during the quarter.
Concord Wealth Partners sold 199 iShares MSCI Taiwan ETF shares in Q4 2024, an estimated $10.7K.
Concord Wealth Partners first reported a position in iShares MSCI Taiwan ETF in Q4 2021 and held it in 11 quarters.
Concord Wealth Partners's iShares MSCI Taiwan ETF position peaked at $10.8K in Q2 2024.
204 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q4 2024.

Based on Concord Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.