Lyell Wealth Management’s iShares MSCI Taiwan ETF EWT Stock Holding History

Lyell Wealth 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
2026 Q3	$562K	Hold	4,975	–	–	0.03%	166
2026 Q2	$540K	Sell	4,975 -150	-3%	-$14K	0.03%	161
2026 Q1	$363K	Hold	5,125	–	–	0.03%	171
2025 Q4	$326K	Hold	5,125	–	–	0.02%	177
2025 Q3	$326K	Hold	5,125	–	–	0.02%	174
2025 Q2	$294K	Hold	5,125	–	–	0.02%	182
2025 Q1	$243K	Hold	5,125	–	–	0.02%	187
2024 Q4	$265K	Hold	5,125	–	–	0.02%	181
2024 Q3	$276K	Hold	5,125	–	–	0.03%	183
2024 Q2	$278K	Hold	5,125	–	–	0.03%	177
2024 Q1	$249K	Hold	5,125	–	–	0.03%	180
2023 Q4	$236K	Buy	+5,125	New	+$238K	0.03%	177

Other funds holding EWT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return

Lyell Wealth Management's EWT Position: Q3 2026 in Review

Lyell Wealth Management held its iShares MSCI Taiwan ETF (EWT) position steady in Q3 2026 at 4,975 shares worth $562K. The position accounts for 0.03% of the portfolio, ranked #166.

Lyell Wealth Management first reported a position in EWT in Q4 2023 and has held it in 12 quarters since. 175 funds tracked by Wall St. Rank hold EWT as of Q3 2026.

Lyell Wealth Management held 4,975 shares of iShares MSCI Taiwan ETF worth $562K as of Q3 2026.
Lyell Wealth Management left its iShares MSCI Taiwan ETF share count unchanged in Q3 2026.
iShares MSCI Taiwan ETF made up 0.03% of Lyell Wealth Management's portfolio in Q3 2026, its #166 holding.
Lyell Wealth Management first reported a position in iShares MSCI Taiwan ETF in Q4 2023 and has held it in 12 quarters since.
175 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.