Creative Planning
EWT icon

Creative Planning’s iShares MSCI Taiwan ETF EWT Stock Holding History

Creative Planning’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
2021
Q2 		– Sell
-400
Closed -$3K – 2234
2021
Q1 		$3K Buy
+400
New +$23.2K ﹤0.01% 2535

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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.