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Avantax Planning Partners’s iShares MSCI Australia ETF EWA Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-386
Closed -$9K – 561
2018
Q3 		$9K Buy
+386
New +$8.69K ﹤0.01% 906
2018
Q2 		– Sell
-386
Closed -$8K – 603
2018
Q1 		$8K Buy
+386
New +$8.9K ﹤0.01% 1151

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return

Avantax Planning Partners's EWA Position: Q4 2018 in Review

Avantax Planning Partners sold out of iShares MSCI Australia ETF (EWA) in Q4 2018, closing a stake of 386 shares — an estimated $9K sold.

Avantax Planning Partners first reported a position in EWA in Q1 2018 and held it in 2 quarters. The position peaked at $9K in Q3 2018. 170 funds tracked by Wall St. Rank hold EWA as of Q4 2018.

  • Avantax Planning Partners reported no remaining iShares MSCI Australia ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 386 iShares MSCI Australia ETF shares in Q4 2018, an estimated $9K.
  • Avantax Planning Partners first reported a position in iShares MSCI Australia ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's iShares MSCI Australia ETF position peaked at $9K in Q3 2018.
  • 170 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.