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BFC Planning, Inc.’s iShares MSCI Taiwan ETF EWT Stock Holding History

BFC Planning, Inc.’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 		$282K Buy
2,600
+600
+30% +$56.1K 0.01% 819
2026
Q1 		$142K Sell
2,000
-88
-4% -$6.19K 0.01% 990
2025
Q4 		$133K Buy
2,088
+88
+4% +$5.67K 0.01% 1026
2025
Q3 		$127K Hold
2,000
– – 0.01% 835
2025
Q2 		$115K Hold
2,000
– – 0.01% 828
2025
Q1 		$95K Hold
2,000
– – 0.01% 892
2024
Q4 		$104K Buy
+2,000
New +$109K 0.01% 858

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 $1.92T AUM 36.1% 1-Year Est. Return
Sun Life Financial
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BFC Planning, Inc.'s EWT Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares MSCI Taiwan ETF (EWT) stake by 30% in Q2 2026, buying an estimated $56.1K and bringing the position to 2,600 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #819.

BFC Planning, Inc. first reported a position in EWT in Q4 2024 and has held it in 7 quarters since. 307 funds tracked by Wall St. Rank hold EWT as of Q2 2026.

  • BFC Planning, Inc. held 2,600 shares of iShares MSCI Taiwan ETF worth $282K as of Q2 2026.
  • BFC Planning, Inc. bought 600 iShares MSCI Taiwan ETF shares in Q2 2026, an estimated $56.1K.
  • iShares MSCI Taiwan ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #819 holding.
  • BFC Planning, Inc. first reported a position in iShares MSCI Taiwan ETF in Q4 2024 and has held it in 7 quarters since.
  • 307 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.