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

Fiduciary 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 Q2	$778K	Sell	7,165 -726	-9%	-$67.9K	0.09%	136
2026 Q1	$560K	Buy	7,891 +678	+9%	+$47.7K	0.07%	160
2025 Q4	$458K	Buy	7,213 +378	+6%	+$24.3K	0.06%	176
2025 Q3	$435K	Sell	6,835 -116	-2%	-$6.99K	0.07%	170
2025 Q2	$400K	Buy	6,951 +46	+0.7%	+$2.35K	0.07%	165
2025 Q1	$299K	Sell	6,905 -201	-3%	-$10.3K	0.07%	192
2024 Q4	$363K	Buy	7,106 +56	+0.8%	+$3.04K	0.08%	153
2024 Q3	$383K	Buy	7,050 +297	+4%	+$15.8K	0.09%	151
2024 Q2	$382K	Buy	+6,753	New	+$338K	0.09%	138

Other funds holding EWT

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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 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

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

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

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

Roan Capital Partners Johnson City, Tennessee $121M AUM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return