Steward Partners Investment Advisory’s iShares MSCI Taiwan ETF EWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145K | Sell |
2,522
-1,260
| -33% | -$72.3K | ﹤0.01% | 1911 |
|
|
2025
Q1 | $180K | Buy |
3,782
+520
| +16% | +$24.7K | ﹤0.01% | 1706 |
|
|
2024
Q4 | $169K | Buy |
3,262
+1,538
| +89% | +$79.6K | ﹤0.01% | 1704 |
|
|
2024
Q3 | $92.9K | Sell |
1,724
-10
| -0.6% | -$539 | ﹤0.01% | 1915 |
|
|
2024
Q2 | $94K | Sell |
1,734
-69
| -4% | -$3.74K | ﹤0.01% | 1809 |
|
|
2024
Q1 | $87.8K | Buy |
1,803
+42
| +2% | +$2.05K | ﹤0.01% | 1832 |
|
|
2023
Q4 | $81.1K | Buy |
1,761
+165
| +10% | +$7.6K | ﹤0.01% | 1775 |
|
|
2023
Q3 | $71.1K | Sell |
1,596
-100
| -6% | -$4.46K | ﹤0.01% | 1743 |
|
|
2023
Q2 | $79.7K | Buy |
1,696
+337
| +25% | +$15.8K | ﹤0.01% | 1687 |
|
|
2023
Q1 | $61.6K | Hold |
1,359
| – | – | ﹤0.01% | 1786 |
|
|
2022
Q4 | $54.6K | Buy |
1,359
+212
| +18% | +$8.51K | ﹤0.01% | 1802 |
|
|
2022
Q3 | $49K | Hold |
1,147
| – | – | ﹤0.01% | 1797 |
|
|
2022
Q2 | $58K | Sell |
1,147
-107
| -9% | -$5.41K | ﹤0.01% | 1729 |
|
|
2022
Q1 | $77K | Hold |
1,254
| – | – | ﹤0.01% | 1707 |
|
|
2021
Q4 | $84K | Buy |
1,254
+33
| +3% | +$2.21K | ﹤0.01% | 1668 |
|
|
2021
Q3 | $76K | Hold |
1,221
| – | – | ﹤0.01% | 1673 |
|
|
2021
Q2 | $78K | Sell |
1,221
-1,553
| -56% | -$99.2K | ﹤0.01% | 2577 |
|
|
2021
Q1 | $166K | Buy |
2,774
+1,480
| +114% | +$88.7K | ﹤0.01% | 1380 |
|
|
2020
Q4 | $69K | Sell |
1,294
-304
| -19% | -$16.2K | ﹤0.01% | 1515 |
|
|
2020
Q3 | $72K | Buy |
1,598
+400
| +33% | +$18K | ﹤0.01% | 1343 |
|
|
2020
Q2 | $48K | Hold |
1,198
| – | – | ﹤0.01% | 1430 |
|
|
2020
Q1 | $39K | Hold |
1,198
| – | – | ﹤0.01% | 1359 |
|
|
2019
Q4 | $49K | Sell |
1,198
-1,134
| -49% | -$46.4K | ﹤0.01% | 1398 |
|
|
2019
Q3 | $84K | Hold |
2,332
| – | – | ﹤0.01% | 1156 |
|
|
2019
Q2 | $81K | Buy |
+2,332
| New | +$81K | ﹤0.01% | 1138 |
|
|
2018
Q4 | – | Sell |
-1,385
| Closed | -$52K | – | 1197 |
|
|
2018
Q3 | $52K | Sell |
1,385
-1,077
| -44% | -$40.4K | ﹤0.01% | 1180 |
|
|
2018
Q2 | $89K | Hold |
2,462
| – | – | 0.01% | 887 |
|
|
2018
Q1 | $94K | Buy |
2,462
+1,050
| +74% | +$40.1K | 0.01% | 796 |
|
|
2017
Q4 | $51K | Buy |
1,412
+39
| +3% | +$1.41K | ﹤0.01% | 821 |
|
|
2017
Q3 | $49K | Hold |
1,373
| – | – | 0.01% | 697 |
|
|
2017
Q2 | $49K | Sell |
1,373
-24
| -2% | -$857 | 0.01% | 629 |
|
|
2017
Q1 | $46K | Hold |
1,397
| – | – | 0.01% | 565 |
|
|
2016
Q4 | $41K | Buy |
+1,397
| New | +$41K | 0.02% | 349 |
|