Davenport & Co’s iShares MSCI Taiwan ETF EWT Stock Holding History

Davenport & Co’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 Q2	$1.41M	Buy	+12,955	New	+$1.21M	0.01%	664
2021 Q2	–	Sell	-10,591	Closed	-$635K	–	953
2021 Q1	$635K	Buy	10,591 +306	+3%	+$17.8K	0.01%	484
2020 Q4	$546K	Buy	+10,285	New	+$502K	0.01%	498
2020 Q1	–	Sell	-10,160	Closed	-$418K	–	685
2019 Q4	$418K	Buy	+10,160	New	+$400K	﹤0.01%	516
2018 Q4	–	Sell	-13,253	Closed	-$500K	–	644
2018 Q3	$500K	Buy	13,253 +270	+2%	+$10K	0.01%	444
2018 Q2	$467K	Sell	12,983 -300	-2%	-$11.1K	0.01%	457
2018 Q1	$509K	Buy	13,283 +360	+3%	+$13.6K	0.01%	439
2017 Q4	$468K	Buy	12,923 +220	+2%	+$8.16K	0.01%	465
2017 Q3	$459K	Hold	12,703	–	–	0.01%	455
2017 Q2	$454K	Buy	+12,703	New	+$436K	0.01%	448

Other funds holding EWT

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Miller Global Investments Dallas, Texas $121M AUM

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Roan Capital Partners Johnson City, Tennessee $121M AUM

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return