Mackenzie Financial’s iShares MSCI Taiwan ETF EWT Stock Holding History

Mackenzie Financial’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
2022 Q4	–	Sell	-8,395	Closed	-$362K	–	1484
2022 Q3	$362K	Buy	+8,395	New	+$416K	﹤0.01%	1030
2020 Q4	–	Sell	-87,385	Closed	-$3.92M	–	1056
2020 Q3	$3.92M	Sell	87,385 -38,971	-31%	-$1.72M	0.01%	436
2020 Q2	$5.08M	Buy	+126,356	New	+$4.7M	0.01%	395
2019 Q1	–	Sell	-515,519	Closed	-$16.3M	–	1253
2018 Q4	$16.3M	Buy	+515,519	New	+$17.1M	0.04%	291
2018 Q1	–	Sell	-400,000	Closed	-$14.5M	–	936
2017 Q4	$14.5M	Hold	400,000	–	–	0.04%	300
2017 Q3	$14.4M	Buy	400,000 +220,000	+122%	+$8.08M	0.08%	219
2017 Q2	$6.44M	Sell	180,000 -20,000	-10%	-$687K	0.04%	287
2017 Q1	$6.65M	Buy	+200,000	New	+$6.4M	0.04%	270
2014 Q3	–	Sell	-43,000	Closed	-$1.36M	–	728
2014 Q2	$1.36M	Sell	43,000 -22,000	-34%	-$660K	0.01%	463
2014 Q1	$1.87M	Sell	65,000 -49,873	-43%	-$1.39M	0.01%	405
2013 Q4	$3.31M	Hold	114,873	–	–	0.02%	340
2013 Q3	$3.2M	Buy	+114,873	New	+$3.14M	0.02%	340

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

RCG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

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

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Mackenzie Financial's EWT Position: Q4 2022 in Review

Mackenzie Financial sold out of iShares MSCI Taiwan ETF (EWT) in Q4 2022, closing a stake of 8,395 shares — an estimated $362K sold.

Mackenzie Financial first reported a position in EWT in Q3 2013 and held it in 12 quarters. The position peaked at $16.3M in Q4 2018. 202 funds tracked by Wall St. Rank hold EWT as of Q4 2022.

Mackenzie Financial reported no remaining iShares MSCI Taiwan ETF position as of Q4 2022 after selling out during the quarter.
Mackenzie Financial sold 8,395 iShares MSCI Taiwan ETF shares in Q4 2022, an estimated $362K.
Mackenzie Financial first reported a position in iShares MSCI Taiwan ETF in Q3 2013 and held it in 12 quarters.
Mackenzie Financial's iShares MSCI Taiwan ETF position peaked at $16.3M in Q4 2018.
202 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q4 2022.

Based on Mackenzie Financial's 13F filing for Q4 2022, filed 14 Feb 2023.