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Trek Financial’s iShares MSCI Taiwan ETF EWT Stock Holding History

Trek Financial’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
2026
Q1 		– Sell
-11,275
Closed -$716K – 498
2025
Q4 		$716K Sell
11,275
-592
-5% -$38.1K 0.04% 249
2025
Q3 		$755K Buy
11,867
+4,446
+60% +$268K 0.04% 237
2025
Q2 		$426K Buy
+7,421
New +$379K 0.03% 287
2024
Q2 		– Sell
-4,786
Closed -$233K – 417
2024
Q1 		$233K Buy
+4,786
New +$221K 0.02% 352
2021
Q1 		– Sell
-22,341
Closed -$1.19M – 221
2020
Q4 		$1.19M Buy
+22,341
New +$1.09M 0.15% 54

Other funds holding EWT

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Trek Financial's EWT Position: Q1 2026 in Review

Trek Financial sold out of iShares MSCI Taiwan ETF (EWT) in Q1 2026, closing a stake of 11,275 shares — an estimated $716K sold.

Trek Financial first reported a position in EWT in Q4 2020 and held it in 5 quarters. The position peaked at $1.19M in Q4 2020. 250 funds tracked by Wall St. Rank hold EWT as of Q1 2026.

  • Trek Financial reported no remaining iShares MSCI Taiwan ETF position as of Q1 2026 after selling out during the quarter.
  • Trek Financial sold 11,275 iShares MSCI Taiwan ETF shares in Q1 2026, an estimated $716K.
  • Trek Financial first reported a position in iShares MSCI Taiwan ETF in Q4 2020 and held it in 5 quarters.
  • Trek Financial's iShares MSCI Taiwan ETF position peaked at $1.19M in Q4 2020.
  • 250 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q1 2026.

Based on Trek Financial's 13F filing for Q1 2026, filed 13 May 2026.