IWC
Integrated Wealth Concepts’s iShares MSCI Taiwan ETF EWT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.74M | Buy |
30,294
+14,753
| +95% | +$847K | 0.02% | 667 |
|
2025
Q1 | $738K | Sell |
15,541
-10,714
| -41% | -$509K | 0.01% | 969 |
|
2024
Q4 | $1.36M | Buy |
26,255
+10,187
| +63% | +$527K | 0.02% | 693 |
|
2024
Q3 | $866K | Sell |
16,068
-38,375
| -70% | -$2.07M | 0.01% | 864 |
|
2024
Q2 | $2.95M | Buy |
54,443
+12,653
| +30% | +$686K | 0.04% | 390 |
|
2024
Q1 | $2.03M | Buy |
41,790
+3,402
| +9% | +$166K | 0.03% | 511 |
|
2023
Q4 | $1.77M | Buy |
38,388
+20,397
| +113% | +$939K | 0.03% | 522 |
|
2023
Q3 | $802K | Sell |
17,991
-791,973
| -98% | -$35.3M | 0.01% | 782 |
|
2023
Q2 | $38.1M | Sell |
809,964
-37,548
| -4% | -$1.77M | 0.65% | 25 |
|
2023
Q1 | $38.4M | Buy |
847,512
+842,349
| +16,315% | +$38.2M | 0.79% | 22 |
|
2022
Q4 | $207K | Buy |
+5,163
| New | +$207K | 0.01% | 937 |
|
2022
Q2 | – | Sell |
-6,904
| Closed | -$424K | – | 1009 |
|
2022
Q1 | $424K | Sell |
6,904
-601,139
| -99% | -$36.9M | 0.01% | 621 |
|
2021
Q4 | $40.5M | Buy |
608,043
+26,868
| +5% | +$1.79M | 1.2% | 17 |
|
2021
Q3 | $36M | Buy |
581,175
+6,132
| +1% | +$380K | 1.17% | 18 |
|
2021
Q2 | $36.8M | Sell |
575,043
-150,477
| -21% | -$9.62M | 1.3% | 14 |
|
2021
Q1 | $43.5M | Buy |
725,520
+203,667
| +39% | +$12.2M | 1.79% | 8 |
|
2020
Q4 | $27.7M | Sell |
521,853
-41,801
| -7% | -$2.22M | 1.31% | 16 |
|
2020
Q3 | $25.3M | Buy |
563,654
+546,567
| +3,199% | +$24.5M | 1.56% | 11 |
|
2020
Q2 | $687K | Buy |
+17,087
| New | +$687K | 0.05% | 230 |
|
2020
Q1 | – | Sell |
-373,484
| Closed | -$15.4M | – | 434 |
|
2019
Q4 | $15.4M | Buy |
+373,484
| New | +$15.4M | 1.3% | 21 |
|