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 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

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Lyell Wealth Management's EWT Position: Q2 2026 in Review

Lyell Wealth Management reduced its iShares MSCI Taiwan ETF (EWT) stake by 2.9% in Q2 2026, selling an estimated $14K and leaving 4,975 shares worth $540K. The position accounts for 0.03% of the portfolio, ranked #161.

Lyell Wealth Management first reported a position in EWT in Q4 2023 and has held it in 11 quarters since. 305 funds tracked by Wall St. Rank hold EWT as of Q2 2026.

Lyell Wealth Management held 4,975 shares of iShares MSCI Taiwan ETF worth $540K as of Q2 2026.
Lyell Wealth Management sold 150 iShares MSCI Taiwan ETF shares in Q2 2026, an estimated $14K.
iShares MSCI Taiwan ETF made up 0.03% of Lyell Wealth Management's portfolio in Q2 2026, its #161 holding.
Lyell Wealth Management first reported a position in iShares MSCI Taiwan ETF in Q4 2023 and has held it in 11 quarters since.
305 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.