TCI Wealth Advisors’s iShares MSCI Taiwan ETF EWT Stock Holding History

TCI Wealth 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
2022 Q4	–	Sell	-11	Closed	–	–	2549
2022 Q3	$0	Buy	+11	New	+$545	﹤0.01%	2342
2021 Q3	–	Sell	-84	Closed	-$5K	–	2436
2021 Q2	$5K	Buy	+84	New	+$5.23K	﹤0.01%	1429
2020 Q1	–	Sell	-736	Closed	-$30K	–	1553
2019 Q4	$30K	Hold	736	–	–	0.01%	479
2019 Q3	$27K	Hold	736	–	–	0.01%	437
2019 Q2	$26K	Hold	736	–	–	0.01%	420
2019 Q1	$25K	Hold	736	–	–	0.01%	449
2018 Q4	$23K	Hold	736	–	–	0.01%	447
2018 Q3	$28K	Hold	736	–	–	0.01%	430
2018 Q2	$26K	Buy	+736	New	+$27.2K	0.01%	429
2016 Q4	–	Sell	-700	Closed	-$22K	–	1385
2016 Q3	$22K	Buy	+700	New	+$21.2K	0.01%	430

Other funds holding EWT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RCG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCI Wealth Advisors's EWT Position: Q4 2022 in Review

TCI Wealth Advisors sold out of iShares MSCI Taiwan ETF (EWT) in Q4 2022, closing a stake of 11 shares.

TCI Wealth Advisors first reported a position in EWT in Q3 2016 and held it in 10 quarters. The position peaked at $30K in Q4 2019. 202 funds tracked by Wall St. Rank hold EWT as of Q4 2022.

TCI Wealth Advisors reported no remaining iShares MSCI Taiwan ETF position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 11 iShares MSCI Taiwan ETF shares in Q4 2022.
TCI Wealth Advisors first reported a position in iShares MSCI Taiwan ETF in Q3 2016 and held it in 10 quarters.
TCI Wealth Advisors's iShares MSCI Taiwan ETF position peaked at $30K in Q4 2019.
202 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.