Luther King Capital Management (LKCM)’s iShares MSCI Taiwan ETF EWT Stock Holding History

Luther King Capital Management (LKCM)’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
2024 Q1	–	Hold	0	–	–	–	526
2023 Q4	–	Hold	0	–	–	–	523
2023 Q3	–	Hold	0	–	–	–	422
2023 Q2	–	Hold	0	–	–	–	433
2023 Q1	–	Hold	0	–	–	–	427
2022 Q4	–	Hold	0	–	–	–	431
2022 Q3	–	Hold	0	–	–	–	416
2022 Q2	–	Hold	0	–	–	–	416
2022 Q1	–	Hold	0	–	–	–	392
2021 Q4	–	Hold	0	–	–	–	402
2021 Q3	–	Hold	0	–	–	–	412
2021 Q2	–	Hold	0	–	–	–	414
2021 Q1	–	Hold	0	–	–	–	393
2020 Q4	–	Hold	0	–	–	–	387
2020 Q3	–	Hold	0	–	–	–	367
2020 Q2	–	Hold	0	–	–	–	370
2020 Q1	–	Hold	0	–	–	–	379
2019 Q4	–	Hold	0	–	–	–	376
2019 Q3	–	Hold	0	–	–	–	381
2019 Q2	–	Hold	0	–	–	–	381
2019 Q1	–	Hold	0	–	–	–	389
2018 Q4	–	Hold	0	–	–	–	396
2018 Q3	–	Sell	-16,723	Closed	-$619K	–	408
2018 Q2	$602K	Hold	16,723	–	–	﹤0.01%	400
2018 Q1	$641K	Hold	16,723	–	–	0.01%	394
2017 Q4	$606K	Hold	16,723	–	–	0.01%	403
2017 Q3	$604K	Sell	16,723 -11,287	-40%	-$415K	0.01%	390
2017 Q2	$1M	Sell	28,010 -955	-3%	-$32.8K	0.01%	346
2017 Q1	$963K	Sell	28,965 -5,395	-16%	-$173K	0.01%	349
2016 Q4	$1.01M	Sell	34,360 -271	-0.8%	-$8.34K	0.01%	339
2016 Q3	$1.09M	Sell	34,631 -8,532	-20%	-$258K	0.01%	339
2016 Q2	$1.21M	Sell	43,163 -1,357	-3%	-$36.2K	0.01%	333
2016 Q1	$1.23M	Sell	44,520 -2,642	-6%	-$67.1K	0.01%	329
2015 Q4	$1.21M	Sell	47,162 -141	-0.3%	-$3.86K	0.01%	337
2015 Q3	$1.25M	Sell	47,303 -1,958	-4%	-$55K	0.01%	336
2015 Q2	$1.55M	Sell	49,261 -932	-2%	-$30K	0.01%	328
2015 Q1	$1.58M	Sell	50,193 -2,436	-5%	-$76K	0.01%	324
2014 Q4	$1.59M	Sell	52,629 -67,520	-56%	-$2.07M	0.01%	329
2014 Q3	$3.67M	Sell	120,149 -2,283	-2%	-$73.4K	0.03%	290
2014 Q2	$3.87M	Buy	122,432 +1,029	+0.8%	+$30.9K	0.03%	288
2014 Q1	$3.49M	Sell	121,403 -1,264	-1%	-$35.3K	0.03%	289
2013 Q4	$3.54M	Sell	122,667 -816	-0.7%	-$23.3K	0.03%	303
2013 Q3	$3.44M	Sell	123,483 -650	-0.5%	-$17.8K	0.03%	303
2013 Q2	$3.3M	Buy	+124,133	New	+$3.37M	0.03%	294

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

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

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

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Luther King Capital Management (LKCM)'s EWT Position: Q1 2024 in Review

Luther King Capital Management (LKCM) held its iShares MSCI Taiwan ETF (EWT) position steady in Q1 2024 at 0 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Luther King Capital Management (LKCM) first reported a position in EWT in Q2 2013 and has held it in 21 quarters since. The position peaked at $3.87M in Q2 2014. 200 funds tracked by Wall St. Rank hold EWT as of Q1 2024.

Luther King Capital Management (LKCM) held 0 shares of iShares MSCI Taiwan ETF worth $297K as of Q1 2024.
Luther King Capital Management (LKCM) left its iShares MSCI Taiwan ETF share count unchanged in Q1 2024.
iShares MSCI Taiwan ETF made up ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q1 2024, its #526 holding.
Luther King Capital Management (LKCM) first reported a position in iShares MSCI Taiwan ETF in Q2 2013 and has held it in 21 quarters since.
Luther King Capital Management (LKCM)'s iShares MSCI Taiwan ETF position peaked at $3.87M in Q2 2014.
200 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q1 2024.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2024, filed 14 May 2024.