JP Morgan Private Wealth Advisors’s iShares MSCI Taiwan ETF EWT Stock Holding History

JP Morgan Private Wealth Advisors’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
2023 Q3	$2.93M	Sell	65,805 -2,186	-3%	-$101K	0.01%	629
2023 Q2	$3.2M	Sell	67,991 -620	-0.9%	-$28.3K	0.02%	429
2023 Q1	$3.11M	Sell	68,611 -1,925	-3%	-$85.1K	0.01%	733
2022 Q4	$2.83M	Sell	70,536 -437	-0.6%	-$19.5K	0.01%	732
2022 Q3	$3.06M	Sell	70,973 -1,000	-1%	-$49.5K	0.01%	704
2022 Q2	$3.63M	Sell	71,973 -940	-1%	-$52.3K	0.01%	659
2022 Q1	$4.48M	Buy	72,913 +3,709	+5%	+$238K	0.01%	653
2021 Q4	$4.61M	Buy	69,204 +1,272	+2%	+$81.6K	0.01%	631
2021 Q3	$4.21M	Sell	67,932 -5,283	-7%	-$337K	0.01%	637
2021 Q2	$4.68M	Buy	73,215 +22,694	+45%	+$1.41M	0.01%	613
2021 Q1	$3.03M	Buy	+50,521	New	+$2.94M	0.01%	640
2013 Q4	–	Sell	-10,657	Closed	-$297K	–	683
2013 Q3	$297K	Buy	10,657 +1,510	+17%	+$41.3K	0.01%	511
2013 Q2	$243K	Buy	+9,147	New	+$248K	0.01%	527

Other funds holding EWT

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

JP Morgan Private Wealth Advisors's EWT Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its iShares MSCI Taiwan ETF (EWT) stake by 3.2% in Q3 2023, selling an estimated $101K and leaving 65,805 shares worth $2.93M. The position accounts for 0.01% of the portfolio, ranked #629.

JP Morgan Private Wealth Advisors first reported a position in EWT in Q2 2013 and has held it in 13 quarters since. The position peaked at $4.68M in Q2 2021. 202 funds tracked by Wall St. Rank hold EWT as of Q3 2023.

JP Morgan Private Wealth Advisors held 65,805 shares of iShares MSCI Taiwan ETF worth $2.93M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 2,186 iShares MSCI Taiwan ETF shares in Q3 2023, an estimated $101K.
iShares MSCI Taiwan ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #629 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares MSCI Taiwan ETF in Q2 2013 and has held it in 13 quarters since.
JP Morgan Private Wealth Advisors's iShares MSCI Taiwan ETF position peaked at $4.68M in Q2 2021.
202 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.