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Integrated Wealth Management (Palm Desert)’s iShares MSCI Taiwan ETF EWT Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-170
Closed -$5K – 472
2016
Q3 		$5K Buy
+170
New +$5.14K ﹤0.01% 896

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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s EWT Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of iShares MSCI Taiwan ETF (EWT) in Q4 2016, closing a stake of 170 shares — an estimated $5K sold.

Integrated Wealth Management (Palm Desert) first reported a position in EWT in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 183 funds tracked by Wall St. Rank hold EWT as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining iShares MSCI Taiwan ETF position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 170 iShares MSCI Taiwan ETF shares in Q4 2016, an estimated $5K.
  • Integrated Wealth Management (Palm Desert) first reported a position in iShares MSCI Taiwan ETF in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s iShares MSCI Taiwan ETF position peaked at $5K in Q3 2016.
  • 183 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.