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Beacon Capital Management LLC (Tennessee)’s iShares MSCI Australia ETF EWA Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q4 		– Sell
-100
Closed -$2.25K – 1003
2023
Q3 		$2.25K Hold
100
– – ﹤0.01% 826
2023
Q2 		$2.25K Buy
+100
New +$2.29K ﹤0.01% 826
2022
Q4 		– Sell
-158
Closed -$3K – 1010
2022
Q3 		$3K Buy
+158
New +$3.44K ﹤0.01% 674

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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s EWA Position: Q4 2023 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares MSCI Australia ETF (EWA) in Q4 2023, closing a stake of 100 shares — an estimated $2.25K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in EWA in Q3 2022 and held it in 3 quarters. The position peaked at $3K in Q3 2022. 194 funds tracked by Wall St. Rank hold EWA as of Q4 2023.

  • Beacon Capital Management LLC (Tennessee) reported no remaining iShares MSCI Australia ETF position as of Q4 2023 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 100 iShares MSCI Australia ETF shares in Q4 2023, an estimated $2.25K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in iShares MSCI Australia ETF in Q3 2022 and held it in 3 quarters.
  • Beacon Capital Management LLC (Tennessee)'s iShares MSCI Australia ETF position peaked at $3K in Q3 2022.
  • 194 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q4 2023.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2023, filed 9 Jan 2024.