AWM
EWA icon

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

Axxcess 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
2023
Q1 		– Sell
-14,815
Closed -$329K – 653
2022
Q4 		$329K Hold
14,815
– – 0.03% 431
2022
Q3 		$291K Sell
14,815
-7,396
-33% -$161K 0.03% 409
2022
Q2 		$471K Buy
+22,211
New +$537K 0.04% 317

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Axxcess Wealth Management's EWA Position: Q1 2023 in Review

Axxcess Wealth Management sold out of iShares MSCI Australia ETF (EWA) in Q1 2023, closing a stake of 14,815 shares — an estimated $329K sold.

Axxcess Wealth Management first reported a position in EWA in Q2 2022 and held it in 3 quarters. The position peaked at $471K in Q2 2022. 178 funds tracked by Wall St. Rank hold EWA as of Q1 2023.

  • Axxcess Wealth Management reported no remaining iShares MSCI Australia ETF position as of Q1 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 14,815 iShares MSCI Australia ETF shares in Q1 2023, an estimated $329K.
  • Axxcess Wealth Management first reported a position in iShares MSCI Australia ETF in Q2 2022 and held it in 3 quarters.
  • Axxcess Wealth Management's iShares MSCI Australia ETF position peaked at $471K in Q2 2022.
  • 178 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2023.

Based on Axxcess Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.