AWM
EWA icon

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

Activest 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
2023
Q3 		– Sell
-11,014
Closed -$532K – 356
2023
Q2 		$532K Buy
+11,014
New +$252K 0.37% 18

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Activest Wealth Management's EWA Position: Q3 2023 in Review

Activest Wealth Management sold out of iShares MSCI Australia ETF (EWA) in Q3 2023, closing a stake of 11,014 shares — an estimated $532K sold.

Activest Wealth Management first reported a position in EWA in Q2 2023 and held it in 1 quarter. The position peaked at $532K in Q2 2023. 174 funds tracked by Wall St. Rank hold EWA as of Q3 2023.

  • Activest Wealth Management reported no remaining iShares MSCI Australia ETF position as of Q3 2023 after selling out during the quarter.
  • Activest Wealth Management sold 11,014 iShares MSCI Australia ETF shares in Q3 2023, an estimated $532K.
  • Activest Wealth Management first reported a position in iShares MSCI Australia ETF in Q2 2023 and held it in 1 quarter.
  • Activest Wealth Management's iShares MSCI Australia ETF position peaked at $532K in Q2 2023.
  • 174 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q3 2023.

Based on Activest Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.