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Venturi Wealth Management’s iShares MSCI Taiwan ETF EWT Stock Holding History

Venturi Wealth Management’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
2025
Q2 		– Sell
-88,458
Closed -$4.2M – 561
2025
Q1 		$4.2M Buy
88,458
+17,367
+24% +$893K 0.22% 59
2024
Q4 		$3.68M Buy
+71,091
New +$3.86M 0.18% 74

Other funds holding EWT

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Venturi Wealth Management's EWT Position: Q2 2025 in Review

Venturi Wealth Management sold out of iShares MSCI Taiwan ETF (EWT) in Q2 2025, closing a stake of 88,458 shares — an estimated $4.2M sold.

Venturi Wealth Management first reported a position in EWT in Q4 2024 and held it in 2 quarters. The position peaked at $4.2M in Q1 2025. 204 funds tracked by Wall St. Rank hold EWT as of Q2 2025.

  • Venturi Wealth Management reported no remaining iShares MSCI Taiwan ETF position as of Q2 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 88,458 iShares MSCI Taiwan ETF shares in Q2 2025, an estimated $4.2M.
  • Venturi Wealth Management first reported a position in iShares MSCI Taiwan ETF in Q4 2024 and held it in 2 quarters.
  • Venturi Wealth Management's iShares MSCI Taiwan ETF position peaked at $4.2M in Q1 2025.
  • 204 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q2 2025.

Based on Venturi Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.