CX Institutional’s iShares MSCI Taiwan ETF EWT Stock Holding History

CX Institutional’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	$55K	Sell	489 -5	-1%	-$527	﹤0.01%	996
2026 Q2	$54K	Hold	494	–	–	﹤0.01%	966
2026 Q1	$35K	Sell	494 -1	-0.2%	-$70	﹤0.01%	1020
2025 Q4	$31K	Buy	495 +19	+4%	+$1.22K	﹤0.01%	1048
2025 Q3	$30K	Sell	476 -19	-4%	-$1.14K	﹤0.01%	1032
2025 Q2	$28K	Sell	495 -92	-16%	-$4.7K	﹤0.01%	930
2025 Q1	$28K	Buy	+587	New	+$30.2K	﹤0.01%	914
2024 Q4	–	Sell	-208,570	Closed	-$11.2M	–	553
2024 Q3	$11.2M	Buy	+208,570	New	+$11.1M	0.5%	55
2023 Q3	–	Sell	-266,143	Closed	-$12.5M	–	501
2023 Q2	$12.5M	Buy	+266,143	New	+$12.1M	0.65%	42

Other funds holding EWT

FFAS

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

BCM

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

EFG

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

MGI

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

MPWT

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

FFA

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

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

MHR

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's EWT Position: Q3 2026 in Review

CX Institutional reduced its iShares MSCI Taiwan ETF (EWT) stake by 1% in Q3 2026, selling an estimated $527 and leaving 489 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

CX Institutional first reported a position in EWT in Q2 2023 and has held it in 9 quarters since. The position peaked at $12.5M in Q2 2023. 10 funds tracked by Wall St. Rank hold EWT as of Q3 2026.

CX Institutional held 489 shares of iShares MSCI Taiwan ETF worth $55K as of Q3 2026.
CX Institutional sold 5 iShares MSCI Taiwan ETF shares in Q3 2026, an estimated $527.
iShares MSCI Taiwan ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #996 holding.
CX Institutional first reported a position in iShares MSCI Taiwan ETF in Q2 2023 and has held it in 9 quarters since.
CX Institutional's iShares MSCI Taiwan ETF position peaked at $12.5M in Q2 2023.
10 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.