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Next Financial Group’s iShares MSCI Taiwan ETF EWT Stock Holding History

Next Financial Group’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
Q3 		– Sell
-1,529
Closed -$97.5K – 2766
2021
Q2 		$98K Buy
+1,529
New +$95.1K 0.01% 1124
2020
Q3 		– Sell
-11,835
Closed -$476K – 2185
2020
Q2 		$476K Sell
11,835
-787
-6% -$29.3K 0.06% 307
2020
Q1 		$416K Buy
12,622
+113
+0.9% +$4.29K 0.05% 312
2019
Q4 		$514K Buy
+12,509
New +$493K 0.05% 363
2017
Q4 		– Sell
-375
Closed -$14K – 601
2017
Q3 		$14K Buy
375
+125
+50% +$4.59K ﹤0.01% 1088
2017
Q2 		$9K Hold
250
– – ﹤0.01% 1342
2017
Q1 		$8K Sell
250
-400
-62% -$12.8K ﹤0.01% 1353
2016
Q4 		$19K Sell
650
-688
-51% -$21.2K ﹤0.01% 1383
2016
Q3 		$42K Buy
1,338
+513
+62% +$15.5K 0.01% 1026
2016
Q2 		$23K Hold
825
– – 0.01% 918
2016
Q1 		$22K Hold
825
– – 0.01% 900
2015
Q4 		$21K Sell
825
-250
-23% -$6.85K 0.01% 898
2015
Q3 		$28K Sell
1,075
-200
-16% -$5.62K 0.01% 832
2015
Q2 		$40K Hold
1,275
– – 0.01% 745
2015
Q1 		$40K Hold
1,275
– – 0.01% 741
2014
Q4 		$39K Sell
1,275
-653
-34% -$20.1K 0.01% 737
2014
Q3 		$59K Buy
+1,928
New +$62K 0.01% 862

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Next Financial Group's EWT Position: Q3 2021 in Review

Next Financial Group sold out of iShares MSCI Taiwan ETF (EWT) in Q3 2021, closing a stake of 1,529 shares — an estimated $97.5K sold.

Next Financial Group first reported a position in EWT in Q3 2014 and held it in 17 quarters. The position peaked at $514K in Q4 2019. 245 funds tracked by Wall St. Rank hold EWT as of Q3 2021.

  • Next Financial Group reported no remaining iShares MSCI Taiwan ETF position as of Q3 2021 after selling out during the quarter.
  • Next Financial Group sold 1,529 iShares MSCI Taiwan ETF shares in Q3 2021, an estimated $97.5K.
  • Next Financial Group first reported a position in iShares MSCI Taiwan ETF in Q3 2014 and held it in 17 quarters.
  • Next Financial Group's iShares MSCI Taiwan ETF position peaked at $514K in Q4 2019.
  • 245 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q3 2021.

Based on Next Financial Group's 13F filing for Q3 2021, filed 15 Oct 2021.