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EverSource Wealth Advisors’s iShares MSCI Taiwan ETF EWT Stock Holding History

EverSource Wealth Advisors’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
2024
Q4 		– Sell
-7,626
Closed -$411K – 3772
2024
Q3 		$411K Buy
7,626
+185
+2% +$9.84K 0.03% 375
2024
Q2 		$395K Buy
+7,441
New +$373K 0.03% 363

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
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

EverSource Wealth Advisors's EWT Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of iShares MSCI Taiwan ETF (EWT) in Q4 2024, closing a stake of 7,626 shares — an estimated $411K sold.

EverSource Wealth Advisors first reported a position in EWT in Q2 2024 and held it in 2 quarters. The position peaked at $411K in Q3 2024. 204 funds tracked by Wall St. Rank hold EWT as of Q4 2024.

  • EverSource Wealth Advisors reported no remaining iShares MSCI Taiwan ETF position as of Q4 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 7,626 iShares MSCI Taiwan ETF shares in Q4 2024, an estimated $411K.
  • EverSource Wealth Advisors first reported a position in iShares MSCI Taiwan ETF in Q2 2024 and held it in 2 quarters.
  • EverSource Wealth Advisors's iShares MSCI Taiwan ETF position peaked at $411K in Q3 2024.
  • 204 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.