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Elm3 Financial Group’s iShares MSCI Taiwan ETF EWT Stock Holding History

Elm3 Financial Group’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 		$1.57M Buy
13,894
+1,527
+12% +$161K 1.05% 22
2026
Q2 		$1.34M Buy
12,367
+843
+7% +$78.9K 0.92% 30
2026
Q1 		$817K Sell
11,524
-260
-2% -$18.3K 0.69% 36
2025
Q4 		$749K Sell
11,784
-617
-5% -$39.7K 0.62% 44
2025
Q3 		$789K Sell
12,401
-453
-4% -$27.3K 0.65% 36
2025
Q2 		$738K Buy
12,854
+145
+1% +$7.41K 0.61% 37
2025
Q1 		$603K Buy
+12,709
New +$654K 0.53% 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
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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Elm3 Financial Group's EWT Position: Q3 2026 in Review

Elm3 Financial Group increased its iShares MSCI Taiwan ETF (EWT) stake by 12% in Q3 2026, buying an estimated $161K and bringing the position to 13,894 shares worth $1.57M. The position accounts for 1.05% of the portfolio, ranked #22.

Elm3 Financial Group first reported a position in EWT in Q1 2025 and has held it in 7 quarters since. 10 funds tracked by Wall St. Rank hold EWT as of Q3 2026.

  • Elm3 Financial Group held 13,894 shares of iShares MSCI Taiwan ETF worth $1.57M as of Q3 2026.
  • Elm3 Financial Group bought 1,527 iShares MSCI Taiwan ETF shares in Q3 2026, an estimated $161K.
  • iShares MSCI Taiwan ETF made up 1.05% of Elm3 Financial Group's portfolio in Q3 2026, its #22 holding.
  • Elm3 Financial Group first reported a position in iShares MSCI Taiwan ETF in Q1 2025 and has held it in 7 quarters since.
  • 10 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.