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Legacy Capital Group California’s iShares MSCI Taiwan ETF EWT Stock Holding History

Legacy Capital Group California’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
2025
Q2 		– Sell
-8,366
Closed -$397K – 337
2025
Q1 		$397K Buy
8,366
+350
+4% +$18K 0.14% 190
2024
Q4 		$415K Buy
+8,016
New +$435K 0.13% 200

Other funds holding EWT

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PPFA
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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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Capital Group California's EWT Position: Q2 2025 in Review

Legacy Capital Group California sold out of iShares MSCI Taiwan ETF (EWT) in Q2 2025, closing a stake of 8,366 shares — an estimated $397K sold.

Legacy Capital Group California first reported a position in EWT in Q4 2024 and held it in 2 quarters. The position peaked at $415K in Q4 2024. 204 funds tracked by Wall St. Rank hold EWT as of Q2 2025.

  • Legacy Capital Group California reported no remaining iShares MSCI Taiwan ETF position as of Q2 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 8,366 iShares MSCI Taiwan ETF shares in Q2 2025, an estimated $397K.
  • Legacy Capital Group California first reported a position in iShares MSCI Taiwan ETF in Q4 2024 and held it in 2 quarters.
  • Legacy Capital Group California's iShares MSCI Taiwan ETF position peaked at $415K in Q4 2024.
  • 204 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q2 2025.

Based on Legacy Capital Group California's 13F filing for Q2 2025, filed 14 Jul 2025.