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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
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
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Northern Trust
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HSBC Holdings
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lyell Wealth Management's EWT Position: Q1 2026 in Review

Lyell Wealth Management held its iShares MSCI Taiwan ETF (EWT) position steady in Q1 2026 at 5,125 shares worth $363K. The position accounts for 0.03% of the portfolio, ranked #171.

Lyell Wealth Management first reported a position in EWT in Q4 2023 and has held it in 10 quarters since. 248 funds tracked by Wall St. Rank hold EWT as of Q1 2026.

  • Lyell Wealth Management held 5,125 shares of iShares MSCI Taiwan ETF worth $363K as of Q1 2026.
  • Lyell Wealth Management left its iShares MSCI Taiwan ETF share count unchanged in Q1 2026.
  • iShares MSCI Taiwan ETF made up 0.03% of Lyell Wealth Management's portfolio in Q1 2026, its #171 holding.
  • Lyell Wealth Management first reported a position in iShares MSCI Taiwan ETF in Q4 2023 and has held it in 10 quarters since.
  • 248 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.