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Abound Wealth Management’s iShares MSCI Australia ETF EWA Stock Holding History

Abound Wealth Management’s Portfolio EWA Stock Details EWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-40
Closed -$974 – 1327
2023
Q4 		$974 Buy
+40
New +$886 ﹤0.01% 783

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Abound Wealth Management's EWA Position: Q1 2024 in Review

Abound Wealth Management sold out of iShares MSCI Australia ETF (EWA) in Q1 2024, closing a stake of 40 shares — an estimated $974 sold.

Abound Wealth Management first reported a position in EWA in Q4 2023 and held it in 1 quarter. The position peaked at $974 in Q4 2023. 182 funds tracked by Wall St. Rank hold EWA as of Q1 2024.

  • Abound Wealth Management reported no remaining iShares MSCI Australia ETF position as of Q1 2024 after selling out during the quarter.
  • Abound Wealth Management sold 40 iShares MSCI Australia ETF shares in Q1 2024, an estimated $974.
  • Abound Wealth Management first reported a position in iShares MSCI Australia ETF in Q4 2023 and held it in 1 quarter.
  • Abound Wealth Management's iShares MSCI Australia ETF position peaked at $974 in Q4 2023.
  • 182 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2024.

Based on Abound Wealth Management's 13F filing for Q1 2024, filed 8 Aug 2024.