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Geller Advisors’s iShares MSCI Taiwan ETF EWT Stock Holding History

Geller 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 		$790K Buy
15,271
+490
+3% +$26.6K 0.05% 85
2024
Q3 		$796K Hold
14,781
– – 0.06% 91
2024
Q2 		$801K Buy
14,781
+9,186
+164% +$460K 0.06% 93
2024
Q1 		$272K Hold
5,595
– – 0.02% 219
2023
Q4 		$258K Buy
+5,595
New +$260K 0.03% 222

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

Geller Advisors's EWT Position: Q4 2024 in Review

Geller Advisors increased its iShares MSCI Taiwan ETF (EWT) stake by 3.3% in Q4 2024, buying an estimated $26.6K and bringing the position to 15,271 shares worth $790K. The position accounts for 0.05% of the portfolio, ranked #85.

Geller Advisors first reported a position in EWT in Q4 2023 and has held it in 5 quarters since. The position peaked at $801K in Q2 2024. 204 funds tracked by Wall St. Rank hold EWT as of Q4 2024.

  • Geller Advisors held 15,271 shares of iShares MSCI Taiwan ETF worth $790K as of Q4 2024.
  • Geller Advisors bought 490 iShares MSCI Taiwan ETF shares in Q4 2024, an estimated $26.6K.
  • iShares MSCI Taiwan ETF made up 0.05% of Geller Advisors's portfolio in Q4 2024, its #85 holding.
  • Geller Advisors first reported a position in iShares MSCI Taiwan ETF in Q4 2023 and has held it in 5 quarters since.
  • Geller Advisors's iShares MSCI Taiwan ETF position peaked at $801K in Q2 2024.
  • 204 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.