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Oppenheimer & Co’s iShares MSCI Taiwan ETF EWT Stock Holding History

Oppenheimer & Co’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
2023
Q2 		– Sell
-5,127
Closed -$232K – 1432
2023
Q1 		$232K Buy
+5,127
New +$227K ﹤0.01% 1212
2020
Q2 		– Sell
-29,361
Closed -$968K – 1281
2020
Q1 		$968K Buy
29,361
+11
+0% +$418 0.03% 537
2019
Q4 		$1.21M Hold
29,350
– – 0.03% 560
2019
Q3 		$1.07M Hold
29,350
– – 0.03% 580
2019
Q2 		$1.03M Hold
29,350
– – 0.03% 587
2019
Q1 		$1.01M Hold
29,350
– – 0.03% 581
2018
Q4 		$928K Hold
29,350
– – 0.03% 544
2018
Q3 		$1.11M Sell
29,350
-2,250
-7% -$83.3K 0.03% 570
2018
Q2 		$1.14M Hold
31,600
– – 0.03% 539
2018
Q1 		$1.21M Hold
31,600
– – 0.03% 545
2017
Q4 		$1.15M Hold
31,600
– – 0.03% 571
2017
Q3 		$1.14M Buy
31,600
+1,212
+4% +$44.5K 0.03% 570
2017
Q2 		$1.09M Sell
30,388
-1,212
-4% -$41.6K 0.03% 571
2017
Q1 		$1.05M Hold
31,600
– – 0.03% 571
2016
Q4 		$928K Sell
31,600
-7,501
-19% -$231K 0.03% 582
2016
Q3 		$1.23M Sell
39,101
-3,000
-7% -$90.8K 0.04% 517
2016
Q2 		$1.18M Hold
42,101
– – 0.04% 512
2016
Q1 		$1.17M Hold
42,101
– – 0.04% 498
2015
Q4 		$1.08M Sell
42,101
-7,181
-15% -$197K 0.03% 529
2015
Q3 		$1.3M Hold
49,282
– – 0.04% 496
2015
Q2 		$1.56M Sell
49,282
-7,500
-13% -$242K 0.04% 481
2015
Q1 		$1.79M Buy
56,782
+7,500
+15% +$234K 0.05% 439
2014
Q4 		$1.49M Buy
49,282
+26,043
+112% +$800K 0.04% 488
2014
Q3 		$710K Sell
23,239
-27,723
-54% -$891K 0.02% 719
2014
Q2 		$1.61M Buy
50,962
+27,723
+119% +$832K 0.05% 442
2014
Q1 		$669K Sell
23,239
-876
-4% -$24.4K 0.02% 734
2013
Q4 		$696K Buy
24,115
+166
+0.7% +$4.73K 0.02% 699
2013
Q3 		$667K Sell
23,949
-9,150
-28% -$250K 0.02% 670
2013
Q2 		$881K Buy
+33,099
New +$899K 0.03% 551

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Oppenheimer & Co's EWT Position: Q2 2023 in Review

Oppenheimer & Co sold out of iShares MSCI Taiwan ETF (EWT) in Q2 2023, closing a stake of 5,127 shares — an estimated $232K sold.

Oppenheimer & Co first reported a position in EWT in Q2 2013 and held it in 29 quarters. The position peaked at $1.79M in Q1 2015. 214 funds tracked by Wall St. Rank hold EWT as of Q2 2023.

  • Oppenheimer & Co reported no remaining iShares MSCI Taiwan ETF position as of Q2 2023 after selling out during the quarter.
  • Oppenheimer & Co sold 5,127 iShares MSCI Taiwan ETF shares in Q2 2023, an estimated $232K.
  • Oppenheimer & Co first reported a position in iShares MSCI Taiwan ETF in Q2 2013 and held it in 29 quarters.
  • Oppenheimer & Co's iShares MSCI Taiwan ETF position peaked at $1.79M in Q1 2015.
  • 214 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q2 2023.

Based on Oppenheimer & Co's 13F filing for Q2 2023, filed 3 Aug 2023.