Transform Wealth’s iShares MSCI Taiwan ETF EWT Stock Holding History

Transform 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
2019 Q3	–	Sell	-6,262	Closed	-$218K	–	221
2019 Q2	$218K	Buy	+6,262	New	+$216K	0.03%	221

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

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Transform Wealth's EWT Position: Q3 2019 in Review

Transform Wealth sold out of iShares MSCI Taiwan ETF (EWT) in Q3 2019, closing a stake of 6,262 shares — an estimated $218K sold.

Transform Wealth first reported a position in EWT in Q2 2019 and held it in 1 quarter. The position peaked at $218K in Q2 2019. 167 funds tracked by Wall St. Rank hold EWT as of Q3 2019.

Transform Wealth reported no remaining iShares MSCI Taiwan ETF position as of Q3 2019 after selling out during the quarter.
Transform Wealth sold 6,262 iShares MSCI Taiwan ETF shares in Q3 2019, an estimated $218K.
Transform Wealth first reported a position in iShares MSCI Taiwan ETF in Q2 2019 and held it in 1 quarter.
Transform Wealth's iShares MSCI Taiwan ETF position peaked at $218K in Q2 2019.
167 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q3 2019.

Based on Transform Wealth's 13F filing for Q3 2019, filed 24 Oct 2019.