Sumitomo Mitsui Trust Group, Inc. KWT β€” ISHARES MSCI KUWAIT ETF

Ownership history in Sumitomo Mitsui Trust Group, Inc.  Β·  4 quarters on record

AI Ownership Summary

Sumitomo Mitsui Trust Group, Inc. reported ISHARES MSCI KUWAIT ETF (KWT) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. The latest visible filing shows KWT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KWT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sumitomo Mitsui Trust Group, Inc.'s position in ISHARES MSCI KUWAIT ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

KWT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KWT stock page Sumitomo Mitsui Trust Group, Inc. fund profile Sumitomo Mitsui Trust Group, Inc. full holdings
How Sumitomo Mitsui Trust Group, Inc. held KWT β€” position size vs. price
% of Fund (quarterly)    KWT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 9,123 β€” 0% 0.00% $333K 2026-07-30 $36.40
2026 Q1 ADDED β€” β€” β€” 9,123 +1,600 +21.3% 0.00% $330K 2026-04-30 $37.73
2025 Q4 ADDED β€” β€” β€” 7,523 +2,000 +36.2% 0.00% $288K 2026-01-23 $37.07
2025 Q3 INITIATED β€” β€” β€” 5,523 β€” β€” 0.00% $219K 2025-10-27 $37.68

🏒 Other funds also holding KWT

As of 2026 Q2 β€” sorted by position size

Sumitomo Mitsui DS Asset Management Company, Ltd 3Y 7Y 0.02% YOUSIF CAPITAL MANAGEMENT, LLC 3Y 0.01%

FAQ About Sumitomo Mitsui Trust Group, Inc. and KWT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sumitomo Mitsui Trust Group, Inc. reported owning KWT?

Sumitomo Mitsui Trust Group, Inc. reported KWT across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported KWT position in Sumitomo Mitsui Trust Group, Inc.'s portfolio?

The largest reported portfolio weight for KWT was 0.00% in 2026 Q1.

What is the latest reported KWT position on this page?

The most recent filing on this page is 2026 Q2, when Sumitomo Mitsui Trust Group, Inc. reported 9,123 shares, equal to 0.00% of portfolio, with an estimated market value of $333K.

What does the chart on this KWT ownership page compare?

The chart compares Sumitomo Mitsui Trust Group, Inc.'s quarterly KWT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sumitomo Mitsui Trust Group, Inc. time their KWT position?

Based on 13F filing dates vs. subsequent KWT price moves, Sumitomo Mitsui Trust Group, Inc. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on KWT relative to SPY over the holding period was -14.9%.

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