AG
EWA icon

Advisor Group’s iShares MSCI Australia ETF EWA Stock Holding History

Advisor Group’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
2019
Q4 		$3.33M Buy
146,888
+121,864
+487% +$2.74M 0.02% 572
2019
Q3 		$556K Sell
25,024
-2,251
-8% -$49.8K ﹤0.01% 1535
2019
Q2 		$614K Sell
27,275
-2,110
-7% -$46.2K ﹤0.01% 1469
2019
Q1 		$632K Buy
29,385
+2,382
+9% +$49.6K 0.01% 1428
2018
Q4 		$521K Buy
27,003
+8,529
+46% +$175K 0.01% 1376
2018
Q3 		$407K Buy
18,474
+12,498
+209% +$281K ﹤0.01% 1620
2018
Q2 		$135K Buy
5,976
+934
+19% +$21K ﹤0.01% 2273
2018
Q1 		$111K Sell
5,042
-2,656
-35% -$61.3K ﹤0.01% 2481
2017
Q4 		$178K Buy
7,698
+216
+3% +$4.93K ﹤0.01% 2095
2017
Q3 		$168K Buy
7,482
+610
+9% +$13.7K ﹤0.01% 1978
2017
Q2 		$149K Sell
6,872
-96
-1% -$2.11K ﹤0.01% 1996
2017
Q1 		$158K Sell
6,968
-10,072
-59% -$220K ﹤0.01% 1836
2016
Q4 		$345K Sell
17,040
-1,222
-7% -$25.2K 0.01% 1224
2016
Q3 		$382K Buy
18,262
+8,596
+89% +$176K 0.01% 1124
2016
Q2 		$185K Buy
+9,666
New +$189K ﹤0.01% 1516

Other funds holding EWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Advisor Group's EWA Position: Q4 2019 in Review

Advisor Group increased its iShares MSCI Australia ETF (EWA) stake by 487% in Q4 2019, buying an estimated $2.74M and bringing the position to 146,888 shares worth $3.33M. The position accounts for 0.02% of the portfolio, ranked #572.

Advisor Group first reported a position in EWA in Q2 2016 and has held it in 15 quarters since. 170 funds tracked by Wall St. Rank hold EWA as of Q4 2019.

  • Advisor Group held 146,888 shares of iShares MSCI Australia ETF worth $3.33M as of Q4 2019.
  • Advisor Group bought 121,864 iShares MSCI Australia ETF shares in Q4 2019, an estimated $2.74M.
  • iShares MSCI Australia ETF made up 0.02% of Advisor Group's portfolio in Q4 2019, its #572 holding.
  • Advisor Group first reported a position in iShares MSCI Australia ETF in Q2 2016 and has held it in 15 quarters since.
  • 170 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.