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

Marks Group 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
2021 Q4	–	Sell	-7,656	Closed	-$476K	–	316
2021 Q3	$476K	Sell	7,656 -3,141	-29%	-$200K	0.06%	207
2021 Q2	$697K	Sell	10,797 -562	-5%	-$35K	0.1%	162
2021 Q1	$661K	Buy	11,359 +16	+0.1%	+$930	0.1%	160
2020 Q4	$602K	Sell	11,343 -83	-0.7%	-$4.05K	0.09%	161
2020 Q3	$513K	Sell	11,426 -9,887	-46%	-$437K	0.09%	169
2020 Q2	$839K	Sell	21,313 -3,915	-16%	-$146K	0.17%	134
2020 Q1	$811K	Sell	25,228 -748	-3%	-$28.4K	0.21%	127
2019 Q4	$1.07M	Buy	+25,976	New	+$1.02M	0.21%	131

Other funds holding EWT

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

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

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

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Marks Group Wealth Management's EWT Position: Q4 2021 in Review

Marks Group Wealth Management sold out of iShares MSCI Taiwan ETF (EWT) in Q4 2021, closing a stake of 7,656 shares — an estimated $476K sold.

Marks Group Wealth Management first reported a position in EWT in Q4 2019 and held it in 8 quarters. The position peaked at $1.07M in Q4 2019. 243 funds tracked by Wall St. Rank hold EWT as of Q4 2021.

Marks Group Wealth Management reported no remaining iShares MSCI Taiwan ETF position as of Q4 2021 after selling out during the quarter.
Marks Group Wealth Management sold 7,656 iShares MSCI Taiwan ETF shares in Q4 2021, an estimated $476K.
Marks Group Wealth Management first reported a position in iShares MSCI Taiwan ETF in Q4 2019 and held it in 8 quarters.
Marks Group Wealth Management's iShares MSCI Taiwan ETF position peaked at $1.07M in Q4 2019.
243 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q4 2021.

Based on Marks Group Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.