AWM
EWA icon

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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
AGDI
Absolute Gestao de Investimentos Sao Paulo, Brazil $875M AUM 57.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return