Phillips Financial Management’s iShares MSCI Taiwan ETF EWT Stock Holding History

Phillips Financial Management’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
2025 Q2	–	Sell	-900	Closed	-$42.7K	–	283
2025 Q1	$42.7K	Hold	900	–	–	﹤0.01%	219
2024 Q4	$46.6K	Hold	900	–	–	﹤0.01%	212
2024 Q3	$48.5K	Hold	900	–	–	﹤0.01%	219
2024 Q2	$48.8K	Hold	900	–	–	﹤0.01%	217
2024 Q1	$43.8K	Hold	900	–	–	﹤0.01%	212
2023 Q4	$41.4K	Hold	900	–	–	﹤0.01%	200
2023 Q3	$40.1K	Hold	900	–	–	﹤0.01%	196
2023 Q2	$42.3K	Hold	900	–	–	﹤0.01%	194
2023 Q1	$40.8K	Hold	900	–	–	﹤0.01%	197
2022 Q4	$36.1K	Hold	900	–	–	﹤0.01%	190
2022 Q3	$39K	Buy	+900	New	+$44.6K	﹤0.01%	178

Other funds holding EWT

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Phillips Financial Management's EWT Position: Q2 2025 in Review

Phillips Financial Management sold out of iShares MSCI Taiwan ETF (EWT) in Q2 2025, closing a stake of 900 shares — an estimated $42.7K sold.

Phillips Financial Management first reported a position in EWT in Q3 2022 and held it in 11 quarters. The position peaked at $48.8K in Q2 2024. 204 funds tracked by Wall St. Rank hold EWT as of Q2 2025.

Phillips Financial Management reported no remaining iShares MSCI Taiwan ETF position as of Q2 2025 after selling out during the quarter.
Phillips Financial Management sold 900 iShares MSCI Taiwan ETF shares in Q2 2025, an estimated $42.7K.
Phillips Financial Management first reported a position in iShares MSCI Taiwan ETF in Q3 2022 and held it in 11 quarters.
Phillips Financial Management's iShares MSCI Taiwan ETF position peaked at $48.8K in Q2 2024.
204 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q2 2025.

Based on Phillips Financial Management's 13F filing for Q2 2025, filed 30 Jul 2025.