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Oak Harbor Wealth Partners’s iShares MSCI Taiwan ETF EWT Stock Holding History

Oak Harbor Wealth Partners’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
2024
Q1 		– Sell
-171
Closed -$7.87K – 230
2023
Q4 		$7.87K Buy
+171
New +$7.93K ﹤0.01% 215

Other funds holding EWT

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Northern Trust
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HSBC Holdings
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Jane Street
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Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 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
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Oak Harbor Wealth Partners's EWT Position: Q1 2024 in Review

Oak Harbor Wealth Partners sold out of iShares MSCI Taiwan ETF (EWT) in Q1 2024, closing a stake of 171 shares — an estimated $7.87K sold.

Oak Harbor Wealth Partners first reported a position in EWT in Q4 2023 and held it in 1 quarter. The position peaked at $7.87K in Q4 2023. 200 funds tracked by Wall St. Rank hold EWT as of Q1 2024.

  • Oak Harbor Wealth Partners reported no remaining iShares MSCI Taiwan ETF position as of Q1 2024 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 171 iShares MSCI Taiwan ETF shares in Q1 2024, an estimated $7.87K.
  • Oak Harbor Wealth Partners first reported a position in iShares MSCI Taiwan ETF in Q4 2023 and held it in 1 quarter.
  • Oak Harbor Wealth Partners's iShares MSCI Taiwan ETF position peaked at $7.87K in Q4 2023.
  • 200 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q1 2024.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2024, filed 23 Apr 2024.