Atwood & Palmer’s iShares MSCI Australia ETF EWA Stock Holding History

Atwood & Palmer’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
2022 Q3	–	Sell	-700	Closed	-$15K	–	380
2022 Q2	$15K	Hold	700	–	–	﹤0.01%	305
2022 Q1	$19K	Hold	700	–	–	﹤0.01%	316
2021 Q4	$17K	Hold	700	–	–	﹤0.01%	330
2021 Q3	$17K	Hold	700	–	–	﹤0.01%	320
2021 Q2	$18K	Buy	+700	New	+$18.4K	﹤0.01%	297
2014 Q3	–	Sell	-100	Closed	-$3K	–	378
2014 Q2	$3K	Buy	+100	New	+$2.64K	﹤0.01%	309

Other funds holding EWA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atwood & Palmer's EWA Position: Q3 2022 in Review

Atwood & Palmer sold out of iShares MSCI Australia ETF (EWA) in Q3 2022, closing a stake of 700 shares — an estimated $15K sold.

Atwood & Palmer first reported a position in EWA in Q2 2014 and held it in 6 quarters. The position peaked at $19K in Q1 2022. 183 funds tracked by Wall St. Rank hold EWA as of Q3 2022.

Atwood & Palmer reported no remaining iShares MSCI Australia ETF position as of Q3 2022 after selling out during the quarter.
Atwood & Palmer sold 700 iShares MSCI Australia ETF shares in Q3 2022, an estimated $15K.
Atwood & Palmer first reported a position in iShares MSCI Australia ETF in Q2 2014 and held it in 6 quarters.
Atwood & Palmer's iShares MSCI Australia ETF position peaked at $19K in Q1 2022.
183 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q3 2022.

Based on Atwood & Palmer's 13F filing for Q3 2022, filed 12 Oct 2022.