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Kalos Management’s iShares MSCI Taiwan ETF EWT Stock Holding History

Kalos 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
2023
Q2 		– Sell
-177
Closed -$8.02K – 212
2023
Q1 		$8.02K Buy
+177
New +$7.83K 0.02% 236
2022
Q1 		– Sell
-8,231
Closed -$533K – 227
2021
Q4 		$533K Buy
8,231
+81
+1% +$5.2K 0.14% 156
2021
Q3 		$528K Sell
8,150
-809
-9% -$51.6K 0.15% 150
2021
Q2 		$576K Buy
8,959
+1,382
+18% +$86K 0.23% 121
2021
Q1 		$458K Sell
7,577
-4,498
-37% -$261K 0.14% 166
2020
Q4 		$708K Sell
12,075
-3,521
-23% -$172K 0.3% 103
2020
Q3 		$738K Sell
15,596
-25,496
-62% -$1.13M 0.33% 92
2020
Q2 		$1.85M Sell
41,092
-4,893
-11% -$182K 0.78% 48
2020
Q1 		$1.71M Sell
45,985
-1,757
-4% -$66.8K 0.76% 43
2019
Q4 		$1.96M Sell
47,742
-119
-0.2% -$4.69K 0.72% 46
2019
Q3 		$1.74M Buy
47,861
+34,370
+255% +$1.21M 0.69% 44
2019
Q2 		$426K Buy
13,491
+2,527
+23% +$87.3K 0.19% 126
2019
Q1 		$379K Sell
10,964
-2,527
-19% -$83.3K 0.25% 98
2018
Q4 		$426K Sell
13,491
-1,067
-7% -$35.5K 0.21% 112
2018
Q3 		$556K Sell
14,558
-935
-6% -$34.6K 0.3% 81
2018
Q2 		$561K Buy
15,493
+406
+3% +$15K 0.25% 103
2018
Q1 		$583K Sell
15,087
-243
-2% -$9.16K 0.34% 80
2017
Q4 		$540K Sell
15,330
-231
-1% -$8.57K 0.25% 111
2017
Q3 		$579K Sell
15,561
-186
-1% -$6.83K 0.37% 81
2017
Q2 		$563K Buy
15,747
+515
+3% +$17.7K 0.51% 58
2017
Q1 		$492K Buy
15,232
+23
+0.2% +$736 0.35% 75
2016
Q4 		$442K Sell
15,209
-3,132
-17% -$96.4K 0.36% 74
2016
Q3 		$576K Sell
18,341
-4,506
-20% -$136K 0.49% 66
2016
Q2 		$642K Buy
22,847
+2,081
+10% +$55.5K 0.5% 68
2016
Q1 		$530K Hold
20,766
– – 0.44% 74
2015
Q4 		$530K Buy
+20,766
New +$569K 0.4% 79

Other funds holding EWT

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Kalos Management's EWT Position: Q2 2023 in Review

Kalos Management sold out of iShares MSCI Taiwan ETF (EWT) in Q2 2023, closing a stake of 177 shares — an estimated $8.02K sold.

Kalos Management first reported a position in EWT in Q4 2015 and held it in 26 quarters. The position peaked at $1.96M in Q4 2019. 214 funds tracked by Wall St. Rank hold EWT as of Q2 2023.

  • Kalos Management reported no remaining iShares MSCI Taiwan ETF position as of Q2 2023 after selling out during the quarter.
  • Kalos Management sold 177 iShares MSCI Taiwan ETF shares in Q2 2023, an estimated $8.02K.
  • Kalos Management first reported a position in iShares MSCI Taiwan ETF in Q4 2015 and held it in 26 quarters.
  • Kalos Management's iShares MSCI Taiwan ETF position peaked at $1.96M in Q4 2019.
  • 214 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.