Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares MSCI Taiwan ETF EWT Stock Holding History

Kovitz Investment Group Partners’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
2026
Q2 		$1.58M Sell
14,565
-3,384
-19% -$317K 0.04% 259
2026
Q1 		$1.27M Buy
17,949
+10,416
+138% +$732K 0.03% 288
2025
Q4 		$479K Buy
7,533
+674
+10% +$43.4K 0.01% 394
2025
Q3 		$436K Buy
6,859
+531
+8% +$32K ﹤0.01% 1083
2025
Q2 		$363K Buy
6,328
+1,369
+28% +$70K ﹤0.01% 1082
2025
Q1 		$235K Buy
4,959
+512
+12% +$26.3K ﹤0.01% 1130
2024
Q4 		$231K Sell
4,447
-282
-6% -$15.3K ﹤0.01% 1122
2024
Q3 		$255K Buy
4,729
+609
+15% +$32.4K ﹤0.01% 900
2024
Q2 		$223K Buy
+4,120
New +$206K ﹤0.01% 782
2022
Q1 		– Sell
-25,295
Closed -$1.34M – 435
2021
Q4 		$1.34M Sell
25,295
-931
-4% -$59.7K 0.03% 245
2021
Q3 		$1.63M Buy
26,226
+457
+2% +$29.1K 0.03% 250
2021
Q2 		$1.65M Buy
25,769
+583
+2% +$36.3K 0.03% 256
2021
Q1 		$1.51M Sell
25,186
-109
-0.4% -$6.33K 0.04% 236
2020
Q4 		$1.34M Sell
25,295
-3,881
-13% -$189K 0.03% 239
2020
Q3 		$1.31M Sell
29,176
-2,189
-7% -$96.9K 0.04% 233
2020
Q2 		$1.26M Sell
31,365
-415
-1% -$15.4K 0.04% 232
2020
Q1 		$1.05M Buy
+31,780
New +$1.21M 0.04% 236
2019
Q1 		– Sell
-40,881
Closed -$1.29M – 360
2018
Q4 		$1.29M Buy
+40,881
New +$1.36M 0.05% 172

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Kovitz Investment Group Partners's EWT Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its iShares MSCI Taiwan ETF (EWT) stake by 19% in Q2 2026, selling an estimated $317K and leaving 14,565 shares worth $1.58M. The position accounts for 0.04% of the portfolio, ranked #259.

Kovitz Investment Group Partners first reported a position in EWT in Q4 2018 and has held it in 18 quarters since. The position peaked at $1.65M in Q2 2021. 305 funds tracked by Wall St. Rank hold EWT as of Q2 2026.

  • Kovitz Investment Group Partners held 14,565 shares of iShares MSCI Taiwan ETF worth $1.58M as of Q2 2026.
  • Kovitz Investment Group Partners sold 3,384 iShares MSCI Taiwan ETF shares in Q2 2026, an estimated $317K.
  • iShares MSCI Taiwan ETF made up 0.04% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #259 holding.
  • Kovitz Investment Group Partners first reported a position in iShares MSCI Taiwan ETF in Q4 2018 and has held it in 18 quarters since.
  • Kovitz Investment Group Partners's iShares MSCI Taiwan ETF position peaked at $1.65M in Q2 2021.
  • 305 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.