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Bartlett & Co Wealth Management’s iShares MSCI Australia ETF EWA Stock Holding History

Bartlett & Co 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
2021
Q1 		– Sell
-400
Closed -$9.58K – 1133
2020
Q4 		$9.58K Hold
400
– – ﹤0.01% 734
2020
Q3 		$7.89K Buy
+400
New +$8.1K ﹤0.01% 697
2018
Q2 		– Sell
-393
Closed -$8.65K – 727
2018
Q1 		$8.65K Buy
+393
New +$9.07K ﹤0.01% 623

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return

Bartlett & Co Wealth Management's EWA Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of iShares MSCI Australia ETF (EWA) in Q1 2021, closing a stake of 400 shares — an estimated $9.58K sold.

Bartlett & Co Wealth Management first reported a position in EWA in Q1 2018 and held it in 3 quarters. The position peaked at $9.58K in Q4 2020. 179 funds tracked by Wall St. Rank hold EWA as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining iShares MSCI Australia ETF position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 400 iShares MSCI Australia ETF shares in Q1 2021, an estimated $9.58K.
  • Bartlett & Co Wealth Management first reported a position in iShares MSCI Australia ETF in Q1 2018 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's iShares MSCI Australia ETF position peaked at $9.58K in Q4 2020.
  • 179 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.