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

Ameliora 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
2024 Q2	–	Sell	-5,000	Closed	-$123K	–	186
2024 Q1	$123K	Hold	5,000	–	–	0.06%	105
2023 Q4	$122K	Sell	5,000 -5,892	-54%	-$131K	0.06%	89
2023 Q3	$234K	Buy	+10,892	New	+$242K	0.14%	74

Other funds holding EWA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

CCA

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

Ameliora Wealth Management's EWA Position: Q2 2024 in Review

Ameliora Wealth Management sold out of iShares MSCI Australia ETF (EWA) in Q2 2024, closing a stake of 5,000 shares — an estimated $123K sold.

Ameliora Wealth Management first reported a position in EWA in Q3 2023 and held it in 3 quarters. The position peaked at $234K in Q3 2023. 162 funds tracked by Wall St. Rank hold EWA as of Q2 2024.

Ameliora Wealth Management reported no remaining iShares MSCI Australia ETF position as of Q2 2024 after selling out during the quarter.
Ameliora Wealth Management sold 5,000 iShares MSCI Australia ETF shares in Q2 2024, an estimated $123K.
Ameliora Wealth Management first reported a position in iShares MSCI Australia ETF in Q3 2023 and held it in 3 quarters.
Ameliora Wealth Management's iShares MSCI Australia ETF position peaked at $234K in Q3 2023.
162 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q2 2024.

Based on Ameliora Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.