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iShares MSCI Taiwan ETF(EWT)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
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Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for EWT
09/17/2026: EWT (5-star) is a STRONG-BUY. BUY for 23 days. Simulated Profits (2.63%). Updated daily EoD!
The iShares MSCI Taiwan ETF (EWT) is a highly liquid investment vehicle providing targeted exposure to the Taiwanese equity market, with a heavy concentration in the technology and semiconductor industries. Its main strengths are its dominant market scale and efficient benchmark tracking, making it a preferred tool for institutional and tactical investors. While it offers a direct play on global AI and chip demand, it carries significant geopolitical and sector-specific risks. The fund is best suited for growth-oriented investors who are comfortable with the inherent volatility of a single-country, technology-heavy portfolio and are prepared to monitor geopolitical catalysts closely.
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 portfolio offers significant exposure to high-growth semiconductor and technology innovators. |
| Momentum investor | Strong fit while signal remains positive | High volatility in tech stocks allows for strong momentum plays when the semiconductor cycle is trending up. |
| Value investor | Mixed fit | While some financial components are value-oriented, the tech-heavy nature of the fund often trades at growth multiples. |
| Dividend/Income investor | Mixed fit | The fund provides decent dividend yields from mature Taiwanese firms, but income is secondary to capital appreciation. |
| Low-risk investor | Weak fit | Single-country concentration and geopolitical risk create volatility levels unsuitable for low-risk portfolios. |
Investor Profile
Ideal Investor Profile
Investors seeking specific tactical or strategic exposure to the Taiwanese technology market.
Suitability
Best for long-term investors looking for thematic growth or active traders leveraging the high liquidity for market timing.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The concentrated nature of the tech sector leads to significant price swings during market corrections. |
| Market risk | High | Exposure to a single geography makes the fund vulnerable to local economic and political shocks. |
| Concentration | High | The heavy weighting in a few large-cap tech companies creates single-stock risk exposure. |
| Tracking/expense | Low | The fund efficiently tracks its benchmark with minimal deviation. |
| Liquidity | Low | High trading volume ensures that liquidity risk is minimal for most investors. |
| Business/sector quality | Medium | The underlying companies are global leaders in their fields, though sector-specific cyclicality is significant. |
Risk Analysis
Volatility
EWT exhibits higher-than-average volatility due to its concentrated exposure to the technology sector and geopolitical risk.
Market Risk
The primary risk is the concentrated nature of the Taiwanese market and its high sensitivity to global trade and political relations.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Information Technology | 65 | This sector dominance means investor returns are highly correlated with global semiconductor and hardware cycles. |
| Industry | Financials | 15 | Financial holdings provide exposure to Taiwan's domestic banking and insurance stability. |
| Industry | Materials | 8 | Materials sector exposure captures demand from global industrial manufacturing chains. |
| Other | Other Sectors (Communication, Industrials, etc.) | 12 | These diversified holdings round out the portfolio with exposure to the broader Taiwanese economy. |
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 80.92% | Avg. Invested days 68 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/17/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 17, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $11.77B |
| Issuer | iShares |
| Expense Ratio | 0.59% |
| Distribution Yield | 0.92% |
| Inception | Jun 20, 2000 |
Performance
| Period | Total Return |
|---|---|
| YTD | +70.63% |
| 1 Year | +79.08% |
| 3 Year | +42.08% |
| 5 Year | +19.86% |
| 10 Year | +19.71% |
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 | 59.14% |
| Large Cap | 37.39% |
| Mid Cap | 2.07% |
| Small Cap | 1.13% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 73.16% |
| Financial Services | 15.28% |
| Basic Materials | 3.59% |
| Industrials | 2.69% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 21.36x |
| Portfolio P/B | 3.62x |
| Portfolio P/S | 2.12x |
| Holdings Turnover | 34.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Taiwan Semiconductor Manufacturing | 22.19% |
| MediaTek | 6.81% |
| Delta Electronics | 3.63% |
| Hon Hai Precision Industry | 3.33% |
| ASE Industrial Holding | 2.63% |
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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