BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s iShares MSCI Taiwan ETF EWT Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 Q2	$217K	Hold	2,000	–	–	0.03%	492
2026 Q1	$142K	Sell	2,000 -88	-4%	-$6.19K	0.02%	640
2025 Q4	$133K	Buy	2,088 +88	+4%	+$5.67K	0.02%	683
2025 Q3	$127K	Hold	2,000	–	–	0.02%	640
2025 Q2	$115K	Hold	2,000	–	–	0.02%	656
2025 Q1	$95K	Hold	2,000	–	–	0.02%	720
2024 Q4	$104K	Hold	2,000	–	–	0.02%	650
2024 Q3	$108K	Buy	+2,000	New	+$106K	0.02%	691

Other funds holding EWT

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s EWT Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held its iShares MSCI Taiwan ETF (EWT) position steady in Q2 2026 at 2,000 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #492.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in EWT in Q3 2024 and has held it in 8 quarters since. 307 funds tracked by Wall St. Rank hold EWT as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 2,000 shares of iShares MSCI Taiwan ETF worth $217K as of Q2 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. left its iShares MSCI Taiwan ETF share count unchanged in Q2 2026.
iShares MSCI Taiwan ETF made up 0.03% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #492 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in iShares MSCI Taiwan ETF in Q3 2024 and has held it in 8 quarters since.
307 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.