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

Mascoma 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
2018 Q4	–	Sell	-215	Closed	-$8K	–	378
2018 Q3	$8K	Sell	215 -157	-42%	-$5.81K	0.01%	296
2018 Q2	$13K	Hold	372	–	–	0.01%	259
2018 Q1	$14K	Hold	372	–	–	0.01%	250
2017 Q4	$14K	Hold	372	–	–	0.01%	241
2017 Q3	$13K	Hold	372	–	–	0.01%	262
2017 Q2	$13K	Sell	372 -37	-9%	-$1.27K	0.01%	268
2017 Q1	$14K	Hold	409	–	–	0.01%	240
2016 Q4	$12K	Buy	+409	New	+$12.6K	0.01%	251

Other funds holding EWT

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.41% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Mascoma Wealth Management's EWT Position: Q4 2018 in Review

Mascoma Wealth Management sold out of iShares MSCI Taiwan ETF (EWT) in Q4 2018, closing a stake of 215 shares — an estimated $8K sold.

Mascoma Wealth Management first reported a position in EWT in Q4 2016 and held it in 8 quarters. The position peaked at $14K in Q1 2018. 171 funds tracked by Wall St. Rank hold EWT as of Q4 2018.

Mascoma Wealth Management reported no remaining iShares MSCI Taiwan ETF position as of Q4 2018 after selling out during the quarter.
Mascoma Wealth Management sold 215 iShares MSCI Taiwan ETF shares in Q4 2018, an estimated $8K.
Mascoma Wealth Management first reported a position in iShares MSCI Taiwan ETF in Q4 2016 and held it in 8 quarters.
Mascoma Wealth Management's iShares MSCI Taiwan ETF position peaked at $14K in Q1 2018.
171 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q4 2018.

Based on Mascoma Wealth Management's 13F filing for Q4 2018, filed 28 Jan 2019.