Jacobus Wealth Management’s iShares MSCI Taiwan ETF EWT Stock Holding History

Jacobus Wealth Management’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 Q3	$395K	Hold	10,945	–	–	0.1%	120
2017 Q2	$391K	Buy	10,945 +720	+7%	+$24.7K	0.11%	121
2017 Q1	$340K	Hold	10,225	–	–	0.1%	126
2016 Q4	$300K	Hold	10,225	–	–	0.09%	133
2016 Q3	$321K	Sell	10,225 -8,675	-46%	-$262K	0.09%	139
2016 Q2	$531K	Hold	18,900	–	–	0.16%	93
2016 Q1	$524K	Sell	18,900 -918	-5%	-$23.3K	0.15%	112
2015 Q4	$506K	Sell	19,818 -3,025	-13%	-$82.9K	0.15%	120
2015 Q3	$601K	Sell	22,843 -200	-0.9%	-$5.62K	0.18%	98
2015 Q2	$727K	Buy	23,043 +450	+2%	+$14.5K	0.18%	94
2015 Q1	$711K	Sell	22,593 -462	-2%	-$14.4K	0.18%	93
2014 Q4	$697K	Hold	23,055	–	–	0.18%	94
2014 Q3	$704K	Hold	23,055	–	–	0.19%	98
2014 Q2	$729K	Hold	23,055	–	–	0.19%	99
2014 Q1	$664K	Hold	23,055	–	–	0.16%	111
2013 Q4	$665K	Buy	23,055 +11,450	+99%	+$326K	0.19%	100
2013 Q3	$323K	Hold	11,605	–	–	0.11%	136
2013 Q2	$309K	Buy	+11,605	New	+$315K	0.11%	132

Other funds holding EWT

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jacobus Wealth Management's EWT Position: Q3 2017 in Review

Jacobus Wealth Management held its iShares MSCI Taiwan ETF (EWT) position steady in Q3 2017 at 10,945 shares worth $395K. The position accounts for 0.1% of the portfolio, ranked #120.

Jacobus Wealth Management first reported a position in EWT in Q2 2013 and has held it in 18 quarters since. The position peaked at $729K in Q2 2014. 183 funds tracked by Wall St. Rank hold EWT as of Q3 2017.

Jacobus Wealth Management held 10,945 shares of iShares MSCI Taiwan ETF worth $395K as of Q3 2017.
Jacobus Wealth Management left its iShares MSCI Taiwan ETF share count unchanged in Q3 2017.
iShares MSCI Taiwan ETF made up 0.1% of Jacobus Wealth Management's portfolio in Q3 2017, its #120 holding.
Jacobus Wealth Management first reported a position in iShares MSCI Taiwan ETF in Q2 2013 and has held it in 18 quarters since.
Jacobus Wealth Management's iShares MSCI Taiwan ETF position peaked at $729K in Q2 2014.
183 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.