DWM
EWT icon

Diversify Wealth Management’s iShares MSCI Taiwan ETF EWT Stock Holding History

Diversify Wealth 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
Q2 		$2M Sell
20,440
-4,743
-19% -$444K 0.03% 412
2026
Q1 		$2.2M Buy
+25,183
New +$1.77M 0.04% 351

Other funds holding EWT

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Diversify Wealth Management's EWT Position: Q2 2026 in Review

Diversify Wealth Management reduced its iShares MSCI Taiwan ETF (EWT) stake by 19% in Q2 2026, selling an estimated $444K and leaving 20,440 shares worth $2M. The position accounts for 0.03% of the portfolio, ranked #412.

Diversify Wealth Management first reported a position in EWT in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.2M in Q1 2026. 305 funds tracked by Wall St. Rank hold EWT as of Q2 2026.

  • Diversify Wealth Management held 20,440 shares of iShares MSCI Taiwan ETF worth $2M as of Q2 2026.
  • Diversify Wealth Management sold 4,743 iShares MSCI Taiwan ETF shares in Q2 2026, an estimated $444K.
  • iShares MSCI Taiwan ETF made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #412 holding.
  • Diversify Wealth Management first reported a position in iShares MSCI Taiwan ETF in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's iShares MSCI Taiwan ETF position peaked at $2.2M in Q1 2026.
  • 305 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.