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Beaumont Financial Advisors’s iShares MSCI Australia ETF EWA Stock Holding History

Beaumont Financial Advisors’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
-11,889
Closed -$285K – 344
2020
Q4 		$285K Buy
+11,889
New +$263K 0.03% 276
2018
Q2 		– Sell
-97,428
Closed -$2.15M – 210
2018
Q1 		$2.15M Buy
+97,428
New +$2.25M 0.24% 73

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

Beaumont Financial Advisors's EWA Position: Q1 2021 in Review

Beaumont Financial Advisors sold out of iShares MSCI Australia ETF (EWA) in Q1 2021, closing a stake of 11,889 shares — an estimated $285K sold.

Beaumont Financial Advisors first reported a position in EWA in Q1 2018 and held it in 2 quarters. The position peaked at $2.15M in Q1 2018. 179 funds tracked by Wall St. Rank hold EWA as of Q1 2021.

  • Beaumont Financial Advisors reported no remaining iShares MSCI Australia ETF position as of Q1 2021 after selling out during the quarter.
  • Beaumont Financial Advisors sold 11,889 iShares MSCI Australia ETF shares in Q1 2021, an estimated $285K.
  • Beaumont Financial Advisors first reported a position in iShares MSCI Australia ETF in Q1 2018 and held it in 2 quarters.
  • Beaumont Financial Advisors's iShares MSCI Australia ETF position peaked at $2.15M in Q1 2018.
  • 179 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2021.

Based on Beaumont Financial Advisors's 13F filing for Q1 2021, filed 4 May 2021.