Phoenix Financial’s iShares MSCI Taiwan ETF EWT Stock Holding History

Phoenix Financial’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
2026 Q1	$408K	Hold	5,750	–	–	﹤0.01%	337
2025 Q4	$365K	Hold	5,750	–	–	﹤0.01%	345
2025 Q3	$366K	Hold	5,750	–	–	﹤0.01%	339
2025 Q2	$330K	Hold	5,750	–	–	﹤0.01%	327
2025 Q1	$273K	Hold	5,750	–	–	﹤0.01%	306
2024 Q4	$298K	Sell	5,750 -30,200	-84%	-$1.64M	﹤0.01%	313
2024 Q3	$1.94M	Hold	35,950	–	–	0.03%	187
2024 Q2	$1.95M	Hold	35,950	–	–	0.03%	185
2024 Q1	$1.75M	Sell	35,950 -11,882	-25%	-$549K	0.02%	197
2023 Q4	$2.2M	Sell	47,832 -126	-0.3%	-$5.84K	0.04%	182
2023 Q3	$2.14M	Sell	47,958 -1,780	-4%	-$82.4K	0.04%	183
2023 Q2	$2.34M	Sell	49,738 -57,293	-54%	-$2.61M	0.05%	145
2023 Q1	$4.85M	Buy	+107,031	New	+$4.73M	0.11%	91
2021 Q4	–	Sell	-6,580	Closed	-$408K	–	392
2021 Q3	$408K	Sell	6,580 -9,242	-58%	-$589K	0.01%	341
2021 Q2	$1.01M	Buy	15,822 +1,897	+14%	+$118K	0.02%	252
2021 Q1	$835K	Sell	13,925 -1,650	-11%	-$95.9K	0.02%	291
2020 Q4	$825K	Sell	15,575 -25,200	-62%	-$1.23M	0.02%	235
2020 Q3	$1.73M	Sell	40,775 -44,000	-52%	-$1.95M	0.07%	171
2020 Q2	$3.24M	Buy	84,775 +76,040	+871%	+$2.83M	0.14%	125
2020 Q1	$263K	Buy	+8,735	New	+$332K	0.01%	276

Other funds holding EWT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

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

Phoenix Financial's EWT Position: Q1 2026 in Review

Phoenix Financial held its iShares MSCI Taiwan ETF (EWT) position steady in Q1 2026 at 5,750 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Phoenix Financial first reported a position in EWT in Q1 2020 and has held it in 20 quarters since. The position peaked at $4.85M in Q1 2023. 248 funds tracked by Wall St. Rank hold EWT as of Q1 2026.

Phoenix Financial held 5,750 shares of iShares MSCI Taiwan ETF worth $408K as of Q1 2026.
Phoenix Financial left its iShares MSCI Taiwan ETF share count unchanged in Q1 2026.
iShares MSCI Taiwan ETF made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #337 holding.
Phoenix Financial first reported a position in iShares MSCI Taiwan ETF in Q1 2020 and has held it in 20 quarters since.
Phoenix Financial's iShares MSCI Taiwan ETF position peaked at $4.85M in Q1 2023.
248 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.