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Peak Financial Advisors’s iShares MSCI Taiwan ETF EWT Stock Holding History

Peak Financial Advisors’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
2022
Q1 		– Sell
-53,080
Closed -$3.54M – 91
2021
Q4 		$3.54M Buy
53,080
+6,084
+13% +$390K 2.73% 10
2021
Q3 		$2.91M Sell
46,996
-107
-0.2% -$6.82K 2.56% 12
2021
Q2 		$3.01M Buy
47,103
+5,491
+13% +$342K 2.59% 8
2021
Q1 		$2.5M Buy
41,612
+3,557
+9% +$207K 2.1% 11
2020
Q4 		$2.02M Buy
+38,055
New +$1.86M 1.74% 17

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
SIGI
Susquehanna International Group (Ireland) Dublin, Ireland $472M AUM 25.62% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Peak Financial Advisors's EWT Position: Q1 2022 in Review

Peak Financial Advisors sold out of iShares MSCI Taiwan ETF (EWT) in Q1 2022, closing a stake of 53,080 shares — an estimated $3.54M sold.

Peak Financial Advisors first reported a position in EWT in Q4 2020 and held it in 5 quarters. The position peaked at $3.54M in Q4 2021. 234 funds tracked by Wall St. Rank hold EWT as of Q1 2022.

  • Peak Financial Advisors reported no remaining iShares MSCI Taiwan ETF position as of Q1 2022 after selling out during the quarter.
  • Peak Financial Advisors sold 53,080 iShares MSCI Taiwan ETF shares in Q1 2022, an estimated $3.54M.
  • Peak Financial Advisors first reported a position in iShares MSCI Taiwan ETF in Q4 2020 and held it in 5 quarters.
  • Peak Financial Advisors's iShares MSCI Taiwan ETF position peaked at $3.54M in Q4 2021.
  • 234 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q1 2022.

Based on Peak Financial Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.