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

Advocacy Wealth Management Services’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
2017
Q1 		– Sell
-451
Closed -$9K – 310
2016
Q4 		$9K Hold
451
– – ﹤0.01% 209
2016
Q3 		$9K Hold
451
– – ﹤0.01% 271
2016
Q2 		$9K Sell
451
-20
-4% -$390 ﹤0.01% 301
2016
Q1 		$9K Buy
+471
New +$8.48K 0.01% 362

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advocacy Wealth Management Services's EWA Position: Q1 2017 in Review

Advocacy Wealth Management Services sold out of iShares MSCI Australia ETF (EWA) in Q1 2017, closing a stake of 451 shares — an estimated $9K sold.

Advocacy Wealth Management Services first reported a position in EWA in Q1 2016 and held it in 4 quarters. The position peaked at $9K in Q4 2016. 188 funds tracked by Wall St. Rank hold EWA as of Q1 2017.

  • Advocacy Wealth Management Services reported no remaining iShares MSCI Australia ETF position as of Q1 2017 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 451 iShares MSCI Australia ETF shares in Q1 2017, an estimated $9K.
  • Advocacy Wealth Management Services first reported a position in iShares MSCI Australia ETF in Q1 2016 and held it in 4 quarters.
  • Advocacy Wealth Management Services's iShares MSCI Australia ETF position peaked at $9K in Q4 2016.
  • 188 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2017, filed 24 Apr 2017.