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

Oxford 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
Q2 		– Sell
-10
Closed -$1K – 233
2021
Q1 		$1K Buy
+10
New +$581 ﹤0.01% 211

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
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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Oxford Financial Group's EWT Position: Q2 2021 in Review

Oxford Financial Group sold out of iShares MSCI Taiwan ETF (EWT) in Q2 2021, closing a stake of 10 shares — an estimated $1K sold.

Oxford Financial Group first reported a position in EWT in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 261 funds tracked by Wall St. Rank hold EWT as of Q2 2021.

  • Oxford Financial Group reported no remaining iShares MSCI Taiwan ETF position as of Q2 2021 after selling out during the quarter.
  • Oxford Financial Group sold 10 iShares MSCI Taiwan ETF shares in Q2 2021, an estimated $1K.
  • Oxford Financial Group first reported a position in iShares MSCI Taiwan ETF in Q1 2021 and held it in 1 quarter.
  • Oxford Financial Group's iShares MSCI Taiwan ETF position peaked at $1K in Q1 2021.
  • 261 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q2 2021.

Based on Oxford Financial Group's 13F filing for Q2 2021, filed 3 Aug 2021.