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Valeo Financial Advisors’s iShares MSCI Taiwan ETF EWT Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-47,229
Closed -$2.83M – 928
2021
Q1 		$2.83M Hold
47,229
– – 0.13% 90
2020
Q4 		$2.51M Buy
+47,229
New +$2.3M 0.13% 90
2019
Q3 		– Sell
-119
Closed -$4K – 1591
2019
Q2 		$4K Buy
+119
New +$4.11K ﹤0.01% 1259

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Valeo Financial Advisors's EWT Position: Q2 2021 in Review

Valeo Financial Advisors sold out of iShares MSCI Taiwan ETF (EWT) in Q2 2021, closing a stake of 47,229 shares — an estimated $2.83M sold.

Valeo Financial Advisors first reported a position in EWT in Q2 2019 and held it in 3 quarters. The position peaked at $2.83M in Q1 2021. 261 funds tracked by Wall St. Rank hold EWT as of Q2 2021.

  • Valeo Financial Advisors reported no remaining iShares MSCI Taiwan ETF position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 47,229 iShares MSCI Taiwan ETF shares in Q2 2021, an estimated $2.83M.
  • Valeo Financial Advisors first reported a position in iShares MSCI Taiwan ETF in Q2 2019 and held it in 3 quarters.
  • Valeo Financial Advisors's iShares MSCI Taiwan ETF position peaked at $2.83M in Q1 2021.
  • 261 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.