M Holdings Securities’s iShares MSCI Taiwan ETF EWT Stock Holding History

M Holdings Securities’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
2016 Q4	–	Sell	-14,011	Closed	-$440K	–	259
2016 Q3	$440K	Buy	14,011 +38	+0.3%	+$1.15K	0.2%	146
2016 Q2	$393K	Sell	13,973 -234	-2%	-$6.24K	0.2%	138
2016 Q1	$394K	Sell	14,207 -885	-6%	-$22.5K	0.24%	121
2015 Q4	$385K	Buy	15,092 +131	+0.9%	+$3.59K	0.26%	115
2015 Q3	$394K	Sell	14,961 -947	-6%	-$26.6K	0.28%	109
2015 Q2	$502K	Buy	15,908 +53	+0.3%	+$1.71K	0.34%	85
2015 Q1	$499K	Sell	15,855 -51	-0.3%	-$1.59K	0.33%	93
2014 Q4	$481K	Buy	15,906 +14,781	+1,314%	+$454K	0.31%	98
2014 Q3	$34K	Buy	+1,125	New	+$36.2K	0.02%	433

Other funds holding EWT

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

M Holdings Securities's EWT Position: Q4 2016 in Review

M Holdings Securities sold out of iShares MSCI Taiwan ETF (EWT) in Q4 2016, closing a stake of 14,011 shares — an estimated $440K sold.

M Holdings Securities first reported a position in EWT in Q3 2014 and held it in 9 quarters. The position peaked at $502K in Q2 2015. 183 funds tracked by Wall St. Rank hold EWT as of Q4 2016.

M Holdings Securities reported no remaining iShares MSCI Taiwan ETF position as of Q4 2016 after selling out during the quarter.
M Holdings Securities sold 14,011 iShares MSCI Taiwan ETF shares in Q4 2016, an estimated $440K.
M Holdings Securities first reported a position in iShares MSCI Taiwan ETF in Q3 2014 and held it in 9 quarters.
M Holdings Securities's iShares MSCI Taiwan ETF position peaked at $502K in Q2 2015.
183 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q4 2016.

Based on M Holdings Securities's 13F filing for Q4 2016, filed 28 Feb 2017.