WBG
EWT icon

Wharton Business Group’s iShares MSCI Taiwan ETF EWT Stock Holding History

Wharton Business Group’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
2014
Q2 		– Sell
-661,280
Closed -$19M – 148
2014
Q1 		$19M Hold
661,280
– – 1.53% 20
2013
Q4 		$19.1M Sell
661,280
-7,198
-1% -$205K 1.61% 18
2013
Q3 		$18.6M Hold
668,478
– – 1.57% 20
2013
Q2 		$17.8M Buy
+668,478
New +$18.2M 1.55% 19

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wharton Business Group's EWT Position: Q2 2014 in Review

Wharton Business Group sold out of iShares MSCI Taiwan ETF (EWT) in Q2 2014, closing a stake of 661,280 shares — an estimated $19M sold.

Wharton Business Group first reported a position in EWT in Q2 2013 and held it in 4 quarters. The position peaked at $19.1M in Q4 2013. 184 funds tracked by Wall St. Rank hold EWT as of Q2 2014.

  • Wharton Business Group reported no remaining iShares MSCI Taiwan ETF position as of Q2 2014 after selling out during the quarter.
  • Wharton Business Group sold 661,280 iShares MSCI Taiwan ETF shares in Q2 2014, an estimated $19M.
  • Wharton Business Group first reported a position in iShares MSCI Taiwan ETF in Q2 2013 and held it in 4 quarters.
  • Wharton Business Group's iShares MSCI Taiwan ETF position peaked at $19.1M in Q4 2013.
  • 184 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q2 2014.

Based on Wharton Business Group's 13F filing for Q2 2014, filed 11 Aug 2014.