Creative Planning’s iShares MSCI Taiwan ETF EWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $340K | Buy |
4,791
+1,545
| +48% | +$109K | ﹤0.01% | 3330 |
|
|
2025
Q4 | $206K | Sell |
3,246
-7,200
| -69% | -$464K | ﹤0.01% | 3525 |
|
|
2025
Q3 | $665K | Buy |
10,446
+1,344
| +15% | +$80.9K | ﹤0.01% | 2475 |
|
|
2025
Q2 | $522K | Sell |
9,102
-411
| -4% | -$21K | ﹤0.01% | 2438 |
|
|
2025
Q1 | $452K | Buy |
9,513
+360
| +4% | +$18.5K | ﹤0.01% | 2366 |
|
|
2024
Q4 | $474K | Sell |
9,153
-3,733
| -29% | -$203K | ﹤0.01% | 2274 |
|
|
2024
Q3 | $694K | Buy |
12,886
+3,715
| +41% | +$198K | ﹤0.01% | 1823 |
|
|
2024
Q2 | $497K | Sell |
9,171
-90
| -1% | -$4.51K | ﹤0.01% | 1947 |
|
|
2024
Q1 | $451K | Buy |
9,261
+272
| +3% | +$12.6K | ﹤0.01% | 1924 |
|
|
2023
Q4 | $414K | Buy |
8,989
+2,499
| +39% | +$116K | ﹤0.01% | 1838 |
|
|
2023
Q3 | $289K | Sell |
6,490
-1,941
| -23% | -$89.9K | ﹤0.01% | 1969 |
|
|
2023
Q2 | $396K | Sell |
8,431
-1,153
| -12% | -$52.6K | ﹤0.01% | 1709 |
|
|
2023
Q1 | $434K | Sell |
9,584
-1,740
| -15% | -$76.9K | ﹤0.01% | 1558 |
|
|
2022
Q4 | $455K | Sell |
11,324
-46
| -0.4% | -$2.05K | ﹤0.01% | 1482 |
|
|
2022
Q3 | $490K | Buy |
11,370
+977
| +9% | +$48.4K | ﹤0.01% | 1345 |
|
|
2022
Q2 | $524K | Buy |
10,393
+1,895
| +22% | +$106K | ﹤0.01% | 1287 |
|
|
2022
Q1 | $522K | Buy |
8,498
+60
| +0.7% | +$3.85K | ﹤0.01% | 1302 |
|
|
2021
Q4 | $562K | Buy |
8,438
+222
| +3% | +$14.2K | ﹤0.01% | 1242 |
|
|
2021
Q3 | $509K | Sell |
8,216
-151
| -2% | -$9.63K | ﹤0.01% | 1277 |
|
|
2021
Q2 | $535K | Sell |
8,367
-87
| -1% | -$5.41K | ﹤0.01% | 1242 |
|
|
2021
Q1 | $507K | Buy |
8,454
+3,511
| +71% | +$204K | ﹤0.01% | 1430 |
|
|
2020
Q4 | $262K | Buy |
+4,943
| New | +$241K | ﹤0.01% | 1702 |
|
|
2017
Q3 | – | Sell |
-256
| Closed | -$9K | – | 2459 |
|
|
2017
Q2 | $9K | Hold |
256
| – | – | ﹤0.01% | 3683 |
|
|
2017
Q1 | $9K | Hold |
256
| – | – | ﹤0.01% | 3643 |
|
|
2016
Q4 | $8K | Sell |
256
-136
| -35% | -$4.18K | ﹤0.01% | 3679 |
|
|
2016
Q3 | $12K | Sell |
392
-664
| -63% | -$20.1K | ﹤0.01% | 3388 |
|
|
2016
Q2 | $30K | Buy |
1,056
+597
| +130% | +$15.9K | ﹤0.01% | 2490 |
|
|
2016
Q1 | $13K | Buy |
459
+167
| +57% | +$4.24K | ﹤0.01% | 3042 |
|
|
2015
Q4 | $7K | Hold |
292
| – | – | ﹤0.01% | 3500 |
|
|
2015
Q3 | $8K | Buy |
+292
| New | +$8.21K | ﹤0.01% | 3336 |
|
|
2015
Q2 | – | Sell |
-286
| Closed | -$9K | – | 1691 |
|
|
2015
Q1 | $9K | Hold |
286
| – | – | ﹤0.01% | 3245 |
|
|
2014
Q4 | $9K | Sell |
286
-100
| -26% | -$3.07K | ﹤0.01% | 3174 |
|
|
2014
Q3 | $12K | Sell |
386
-114
| -23% | -$3.66K | ﹤0.01% | 2834 |
|
|
2014
Q2 | $16K | Sell |
500
-37,384
| -99% | -$1.12M | ﹤0.01% | 2616 |
|
|
2014
Q1 | $1.09M | Buy |
37,884
+37,734
| +25,156% | +$1.05M | 0.02% | 342 |
|
|
2013
Q4 | $4K | Sell |
150
-2,550
| -94% | -$72.7K | ﹤0.01% | 2903 |
|
|
2013
Q3 | $75K | Buy |
2,700
+2,400
| +800% | +$65.6K | ﹤0.01% | 1289 |
|
|
2013
Q2 | $8K | Buy |
+300
| New | +$8.15K | ﹤0.01% | 2352 |
|
Other funds holding EWT
SLF
COLIM
Creative Planning's EWT Position: Q1 2026 in Review
Creative Planning increased its iShares MSCI Taiwan ETF (EWT) stake by 48% in Q1 2026, buying an estimated $109K and bringing the position to 4,791 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #3330.
Creative Planning first reported a position in EWT in Q2 2013 and has held it in 38 quarters since. The position peaked at $1.09M in Q1 2014. 248 funds tracked by Wall St. Rank hold EWT as of Q1 2026.
- Creative Planning held 4,791 shares of iShares MSCI Taiwan ETF worth $340K as of Q1 2026.
- Creative Planning bought 1,545 iShares MSCI Taiwan ETF shares in Q1 2026, an estimated $109K.
- iShares MSCI Taiwan ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3330 holding.
- Creative Planning first reported a position in iShares MSCI Taiwan ETF in Q2 2013 and has held it in 38 quarters since.
- Creative Planning's iShares MSCI Taiwan ETF position peaked at $1.09M in Q1 2014.
- 248 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.