Confluence Investment Management’s iShares MSCI Taiwan ETF EWT Stock Holding History

Confluence Investment 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
2026 Q3	$333K	Buy	+2,951	New	+$311K	0.01%	266

Other funds holding EWT

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Confluence Investment Management's EWT Position: Q3 2026 in Review

Confluence Investment Management opened a new position in iShares MSCI Taiwan ETF (EWT) in Q3 2026: 2,951 shares worth $333K. The stake represents 0.01% of the portfolio and ranks #266 among its holdings.

11 funds tracked by Wall St. Rank hold EWT as of Q3 2026.

Confluence Investment Management held 2,951 shares of iShares MSCI Taiwan ETF worth $333K as of Q3 2026.
iShares MSCI Taiwan ETF was a new Confluence Investment Management position in Q3 2026.
iShares MSCI Taiwan ETF made up 0.01% of Confluence Investment Management's portfolio in Q3 2026, its #266 holding.
11 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q3 2026.

Based on Confluence Investment Management's 13F filing for Q3 2026, filed 1 Oct 2026.