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

Plante Moran 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
2023
Q4 		– Sell
-53
Closed -$2.36K – 834
2023
Q3 		$2.36K Buy
+53
New +$2.45K ﹤0.01% 654
2021
Q3 		– Sell
-66
Closed -$4K – 949
2021
Q2 		$4K Buy
+66
New +$4.11K ﹤0.01% 814

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Plante Moran Financial Advisors's EWT Position: Q4 2023 in Review

Plante Moran Financial Advisors sold out of iShares MSCI Taiwan ETF (EWT) in Q4 2023, closing a stake of 53 shares — an estimated $2.36K sold.

Plante Moran Financial Advisors first reported a position in EWT in Q2 2021 and held it in 2 quarters. The position peaked at $4K in Q2 2021. 214 funds tracked by Wall St. Rank hold EWT as of Q4 2023.

  • Plante Moran Financial Advisors reported no remaining iShares MSCI Taiwan ETF position as of Q4 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 53 iShares MSCI Taiwan ETF shares in Q4 2023, an estimated $2.36K.
  • Plante Moran Financial Advisors first reported a position in iShares MSCI Taiwan ETF in Q2 2021 and held it in 2 quarters.
  • Plante Moran Financial Advisors's iShares MSCI Taiwan ETF position peaked at $4K in Q2 2021.
  • 214 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q4 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.