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Sonoma Private Wealth’s iShares MSCI Taiwan ETF EWT Stock Holding History

Sonoma Private Wealth’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
2024
Q4 		– Sell
-7,155
Closed -$385K – 84
2024
Q3 		$385K Buy
7,155
+198
+3% +$10.5K 0.6% 60
2024
Q2 		$377K Buy
6,957
+157
+2% +$7.87K 0.61% 56
2024
Q1 		$331K Buy
+6,800
New +$314K 0.53% 66

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Sonoma Private Wealth's EWT Position: Q4 2024 in Review

Sonoma Private Wealth sold out of iShares MSCI Taiwan ETF (EWT) in Q4 2024, closing a stake of 7,155 shares — an estimated $385K sold.

Sonoma Private Wealth first reported a position in EWT in Q1 2024 and held it in 3 quarters. The position peaked at $385K in Q3 2024. 204 funds tracked by Wall St. Rank hold EWT as of Q4 2024.

  • Sonoma Private Wealth reported no remaining iShares MSCI Taiwan ETF position as of Q4 2024 after selling out during the quarter.
  • Sonoma Private Wealth sold 7,155 iShares MSCI Taiwan ETF shares in Q4 2024, an estimated $385K.
  • Sonoma Private Wealth first reported a position in iShares MSCI Taiwan ETF in Q1 2024 and held it in 3 quarters.
  • Sonoma Private Wealth's iShares MSCI Taiwan ETF position peaked at $385K in Q3 2024.
  • 204 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q4 2024.

Based on Sonoma Private Wealth's 13F filing for Q4 2024, filed 6 Feb 2025.