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

Angeles 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
Q4 		– Sell
-4,000
Closed -$108K – 374
2024
Q3 		$108K Buy
+4,000
New +$101K 0.01% 281

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HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Angeles Wealth Management's EWA Position: Q4 2024 in Review

Angeles Wealth Management sold out of iShares MSCI Australia ETF (EWA) in Q4 2024, closing a stake of 4,000 shares — an estimated $108K sold.

Angeles Wealth Management first reported a position in EWA in Q3 2024 and held it in 1 quarter. The position peaked at $108K in Q3 2024. 171 funds tracked by Wall St. Rank hold EWA as of Q4 2024.

  • Angeles Wealth Management reported no remaining iShares MSCI Australia ETF position as of Q4 2024 after selling out during the quarter.
  • Angeles Wealth Management sold 4,000 iShares MSCI Australia ETF shares in Q4 2024, an estimated $108K.
  • Angeles Wealth Management first reported a position in iShares MSCI Australia ETF in Q3 2024 and held it in 1 quarter.
  • Angeles Wealth Management's iShares MSCI Australia ETF position peaked at $108K in Q3 2024.
  • 171 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q4 2024.

Based on Angeles Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.