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

AE 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
2026 Q2	$1.29K	Buy	+46	New	+$1.33K	﹤0.01%	2576
2026 Q1	–	Sell	-50	Closed	-$1.31K	–	2622
2025 Q4	$1.31K	Hold	50	–	–	﹤0.01%	2369
2025 Q3	$1.35K	Sell	50 -95	-66%	-$2.54K	﹤0.01%	2197
2025 Q2	$3.82K	Hold	145	–	–	﹤0.01%	1985
2025 Q1	$3.4K	Hold	145	–	–	﹤0.01%	1981
2024 Q4	$3.46K	Buy	+145	New	+$3.73K	﹤0.01%	1950
2024 Q1	–	Sell	-27,548	Closed	-$653K	–	1406
2023 Q4	$653K	Buy	+27,548	New	+$610K	﹤0.01%	1313

Other funds holding EWA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

AE Wealth Management's EWA Position: Q2 2026 in Review

AE Wealth Management opened a new position in iShares MSCI Australia ETF (EWA) in Q2 2026: 46 shares worth $1.29K. The stake represents ﹤0.01% of the portfolio and ranks #2576 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in EWA as recently as Q4 2025.

AE Wealth Management first reported a position in EWA in Q4 2023 and has held it in 7 quarters since. The position peaked at $653K in Q4 2023. 187 funds tracked by Wall St. Rank hold EWA as of Q2 2026.

AE Wealth Management held 46 shares of iShares MSCI Australia ETF worth $1.29K as of Q2 2026.
iShares MSCI Australia ETF was a new AE Wealth Management position in Q2 2026.
iShares MSCI Australia ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2576 holding.
AE Wealth Management first reported a position in iShares MSCI Australia ETF in Q4 2023 and has held it in 7 quarters since.
AE Wealth Management's iShares MSCI Australia ETF position peaked at $653K in Q4 2023.
187 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.