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Summit Trail Advisors’s iShares MSCI Taiwan ETF EWT Stock Holding History

Summit Trail 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
2018
Q3 		– Sell
-33
Closed -$1K – 343
2018
Q2 		$1K Buy
+33
New +$1.22K ﹤0.01% 473

Other funds holding EWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Summit Trail Advisors's EWT Position: Q3 2018 in Review

Summit Trail Advisors sold out of iShares MSCI Taiwan ETF (EWT) in Q3 2018, closing a stake of 33 shares — an estimated $1K sold.

Summit Trail Advisors first reported a position in EWT in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 191 funds tracked by Wall St. Rank hold EWT as of Q3 2018.

  • Summit Trail Advisors reported no remaining iShares MSCI Taiwan ETF position as of Q3 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 33 iShares MSCI Taiwan ETF shares in Q3 2018, an estimated $1K.
  • Summit Trail Advisors first reported a position in iShares MSCI Taiwan ETF in Q2 2018 and held it in 1 quarter.
  • Summit Trail Advisors's iShares MSCI Taiwan ETF position peaked at $1K in Q2 2018.
  • 191 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q3 2018.

Based on Summit Trail Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.