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iShares MSCI Taiwan ETF(EWT)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for EWT
10/02/2026: EWT (5-star) is a STRONG-BUY. BUY for 34 days. Simulated Profits (7.91%). Updated daily EoD!
EWT offers focused exposure to Taiwan's equity market, dominated by the technology sector and global semiconductor leaders. It is the most liquid and established option for this market, backed by BlackRock's management. It is best suited for growth-oriented investors looking to capitalize on tech cycles, but carries high geopolitical and concentration risks. Investors should monitor regional stability and global demand for hardware when holding this position.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The index focuses on high-growth technology leaders in the semiconductor industry. |
| Momentum investor | Strong fit while signal remains positive | Taiwanese tech stocks often exhibit strong trend-following characteristics during tech bull markets. |
| Value investor | Mixed fit | While some components are cyclical, the market is often priced for growth rather than deep value. |
| Dividend/Income investor | Mixed fit | The fund provides decent dividends, but income is not the primary investment goal. |
| Low-risk investor | Weak fit | High concentration in technology and geopolitical risk makes this unsuitable for conservative portfolios. |
Investor Profile
Ideal Investor Profile
Investors seeking specific, tactical exposure to the Taiwanese technology sector for growth potential.
Suitability
Best for long-term investors or tactical traders, not for those seeking low-risk defensive holdings.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Technology sector dominance leads to sharp price fluctuations. |
| Market risk | High | Taiwanese equities are sensitive to global macro and geopolitical shocks. |
| Concentration | High | The heavy weighting in a single industry creates significant sector risk. |
| Tracking/expense | Low | The fund maintains efficient tracking of its index. |
| Liquidity | Low | Trading liquidity is very high for an emerging market ETF. |
| Business/sector quality | Medium | The underlying companies are global leaders but face intense international competition. |
Risk Analysis
Volatility
High, driven by sector concentration and geopolitical sensitivity.
Market Risk
Substantial exposure to idiosyncratic geopolitical events and global tech cycles.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Information Technology | 65 | This heavy weighting in tech reflects Taiwan's critical role in the global semiconductor and electronics supply chain. |
| Sector | Financials | 15 | Financial holdings provide exposure to the domestic Taiwanese banking and insurance sectors. |
| Sector | Materials | 8 | Exposure to industrial material producers offers a link to global manufacturing cycles. |
| Sector | Other | 12 | Remaining holdings cover diversified sectors such as consumer discretionary and industrials. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type ETF | Historic Profit 61.41% | Avg. Invested days 55 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 2, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $12.57B |
| Issuer | iShares |
| Expense Ratio | 0.59% |
| Distribution Yield | 0.92% |
| Inception | Jun 20, 2000 |
Performance
| Period | Total Return |
|---|---|
| YTD | +80.67% |
| 1 Year | +90.40% |
| 3 Year | +46.02% |
| 5 Year | +21.51% |
| 10 Year | +19.90% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 35.63% |
| 3Y Volatility | 25.11% |
| 3Y Sharpe Ratio | 1.36 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 5 / 5 |
| Benchmark | MSCI ACWI Ex USA NR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 59.73% |
| Large Cap | 36.84% |
| Mid Cap | 1.96% |
| Small Cap | 1.23% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 74.56% |
| Financial Services | 14.26% |
| Basic Materials | 3.54% |
| Industrials | 2.66% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 21.8x |
| Portfolio P/B | 3.73x |
| Portfolio P/S | 2.19x |
| Holdings Turnover | 34.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Taiwan Semiconductor Manufacturing | 21.98% |
| MediaTek | 7.21% |
| Delta Electronics | 3.81% |
| Hon Hai Precision Industry | 3.23% |
| ASE Industrial Holding | 2.91% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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