L.J. Altfest & Co’s iShares MSCI Taiwan ETF EWT Stock Holding History

L.J. Altfest & Co’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 Q1	$3.91M	Buy	+55,153	New	+$3.88M	0.42%	52
2025 Q3	–	Sell	-51,487	Closed	-$2.96M	–	345
2025 Q2	$2.96M	Buy	+51,487	New	+$2.63M	0.35%	59
2024 Q3	–	Sell	-19,718	Closed	-$1.07M	–	341
2024 Q2	$1.07M	Sell	19,718 -39,268	-67%	-$1.97M	0.15%	109
2024 Q1	$2.87M	Buy	58,986 +16,885	+40%	+$780K	0.41%	44
2023 Q4	$1.94M	Buy	42,101 +1,310	+3%	+$60.8K	0.28%	67
2023 Q3	$1.82M	Buy	40,791 +1,056	+3%	+$48.9K	0.29%	55
2023 Q2	$1.87M	Buy	+39,735	New	+$1.81M	0.28%	56

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

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

L.J. Altfest & Co's EWT Position: Q1 2026 in Review

L.J. Altfest & Co opened a new position in iShares MSCI Taiwan ETF (EWT) in Q1 2026: 55,153 shares worth $3.91M. The stake represents 0.42% of the portfolio and ranks #52 among its holdings. This is a return to the name: L.J. Altfest & Co previously reported a position in EWT as recently as Q2 2025.

L.J. Altfest & Co first reported a position in EWT in Q2 2023 and has held it in 7 quarters since. 248 funds tracked by Wall St. Rank hold EWT as of Q1 2026.

L.J. Altfest & Co held 55,153 shares of iShares MSCI Taiwan ETF worth $3.91M as of Q1 2026.
iShares MSCI Taiwan ETF was a new L.J. Altfest & Co position in Q1 2026.
iShares MSCI Taiwan ETF made up 0.42% of L.J. Altfest & Co's portfolio in Q1 2026, its #52 holding.
L.J. Altfest & Co first reported a position in iShares MSCI Taiwan ETF in Q2 2023 and has held it in 7 quarters since.
248 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.