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Integrated Wealth Concepts’s iShares MSCI Taiwan ETF EWT Stock Holding History

Integrated Wealth Concepts’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 		$2.75M Sell
25,347
-9,615
-28% -$899K 0.01% 811
2026
Q1 		$2.48M Buy
34,962
+13,864
+66% +$975K 0.02% 681
2025
Q4 		$1.34M Sell
21,098
-3,141
-13% -$202K 0.02% 656
2025
Q3 		$1.54M Sell
24,239
-6,055
-20% -$365K 0.01% 786
2025
Q2 		$1.74M Buy
30,294
+14,753
+95% +$754K 0.02% 667
2025
Q1 		$738K Sell
15,541
-10,714
-41% -$551K 0.01% 969
2024
Q4 		$1.36M Buy
26,255
+10,187
+63% +$553K 0.02% 693
2024
Q3 		$866K Sell
16,068
-38,375
-70% -$2.04M 0.01% 864
2024
Q2 		$2.95M Buy
54,443
+12,653
+30% +$634K 0.04% 390
2024
Q1 		$2.03M Buy
41,790
+3,402
+9% +$157K 0.03% 511
2023
Q4 		$1.77M Buy
38,388
+20,397
+113% +$946K 0.03% 522
2023
Q3 		$802K Sell
17,991
-791,973
-98% -$36.7M 0.01% 782
2023
Q2 		$38.1M Sell
809,964
-37,548
-4% -$1.71M 0.65% 25
2023
Q1 		$38.4M Buy
847,512
+842,349
+16,315% +$37.2M 0.79% 22
2022
Q4 		$207K Buy
+5,163
New +$230K 0.01% 937
2022
Q2 		– Sell
-6,904
Closed -$424K – 1009
2022
Q1 		$424K Sell
6,904
-601,139
-99% -$38.5M 0.01% 621
2021
Q4 		$40.5M Buy
608,043
+26,868
+5% +$1.72M 1.2% 17
2021
Q3 		$36M Buy
581,175
+6,132
+1% +$391K 1.17% 18
2021
Q2 		$36.8M Sell
575,043
-150,477
-21% -$9.36M 1.3% 14
2021
Q1 		$43.5M Buy
725,520
+203,667
+39% +$11.8M 1.79% 8
2020
Q4 		$27.7M Sell
521,853
-41,801
-7% -$2.04M 1.31% 16
2020
Q3 		$25.3M Buy
563,654
+546,567
+3,199% +$24.2M 1.56% 11
2020
Q2 		$687K Buy
+17,087
New +$636K 0.05% 230
2020
Q1 		– Sell
-373,484
Closed -$15.4M – 434
2019
Q4 		$15.4M Buy
+373,484
New +$14.7M 1.3% 21

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 $1.88T AUM 44.46% 1-Year Est. Return
SLF
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

Integrated Wealth Concepts's EWT Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its iShares MSCI Taiwan ETF (EWT) stake by 28% in Q2 2026, selling an estimated $899K and leaving 25,347 shares worth $2.75M. The position accounts for 0.01% of the portfolio, ranked #811.

Integrated Wealth Concepts first reported a position in EWT in Q4 2019 and has held it in 24 quarters since. The position peaked at $43.5M in Q1 2021. 305 funds tracked by Wall St. Rank hold EWT as of Q2 2026.

  • Integrated Wealth Concepts held 25,347 shares of iShares MSCI Taiwan ETF worth $2.75M as of Q2 2026.
  • Integrated Wealth Concepts sold 9,615 iShares MSCI Taiwan ETF shares in Q2 2026, an estimated $899K.
  • iShares MSCI Taiwan ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #811 holding.
  • Integrated Wealth Concepts first reported a position in iShares MSCI Taiwan ETF in Q4 2019 and has held it in 24 quarters since.
  • Integrated Wealth Concepts's iShares MSCI Taiwan ETF position peaked at $43.5M in Q1 2021.
  • 305 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.