Independent Portfolio Consultants’s iShares MSCI Taiwan ETF EWT Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$1.45M	Sell	40,647 -14,086	-26%	-$484K	0.6%	24
2017 Q1	$1.82M	Buy	+54,733	New	+$1.75M	0.63%	19
2016 Q4	–	Sell	-99,473	Closed	-$3.12M	–	829
2016 Q3	$3.12M	Buy	99,473 +98,633	+11,742%	+$2.98M	0.98%	9
2016 Q2	$24K	Hold	840	–	–	0.01%	626
2016 Q1	$23K	Sell	840 -343	-29%	-$8.71K	0.01%	654
2015 Q4	$30K	Sell	1,183 -492	-29%	-$13.5K	0.01%	641
2015 Q3	$44K	Sell	1,675 -10,551	-86%	-$297K	0.01%	604
2015 Q2	$386K	Buy	12,226 +1,323	+12%	+$42.6K	0.08%	279
2015 Q1	$343K	Sell	10,903 -5,488	-33%	-$171K	0.07%	289
2014 Q4	$495K	Buy	16,391 +3,623	+28%	+$111K	0.1%	250
2014 Q3	$390K	Sell	12,768 -26,165	-67%	-$841K	0.11%	316
2014 Q2	$1.23M	Sell	38,933 -900	-2%	-$27K	0.34%	63
2014 Q1	$1.15M	Buy	+39,833	New	+$1.11M	0.36%	68

Other funds holding EWT

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Independent Portfolio Consultants's EWT Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its iShares MSCI Taiwan ETF (EWT) stake by 26% in Q2 2017, selling an estimated $484K and leaving 40,647 shares worth $1.45M. The position accounts for 0.6% of the portfolio, ranked #24.

Independent Portfolio Consultants first reported a position in EWT in Q1 2014 and has held it in 13 quarters since. The position peaked at $3.12M in Q3 2016. 191 funds tracked by Wall St. Rank hold EWT as of Q2 2017.

Independent Portfolio Consultants held 40,647 shares of iShares MSCI Taiwan ETF worth $1.45M as of Q2 2017.
Independent Portfolio Consultants sold 14,086 iShares MSCI Taiwan ETF shares in Q2 2017, an estimated $484K.
iShares MSCI Taiwan ETF made up 0.6% of Independent Portfolio Consultants's portfolio in Q2 2017, its #24 holding.
Independent Portfolio Consultants first reported a position in iShares MSCI Taiwan ETF in Q1 2014 and has held it in 13 quarters since.
Independent Portfolio Consultants's iShares MSCI Taiwan ETF position peaked at $3.12M in Q3 2016.
191 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.