Benjamin F. Edwards & Company’s iShares MSCI Australia ETF EWA Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$37K	Buy	1,525 +52	+4%	+$1.27K	﹤0.01%	1405
2024 Q1	$36K	Sell	1,473 -1,754	-54%	-$41.9K	﹤0.01%	1390
2023 Q4	$79K	Sell	3,227 -57	-2%	-$1.26K	﹤0.01%	1137
2023 Q3	$71K	Sell	3,284 -140,747	-98%	-$3.13M	﹤0.01%	983
2023 Q2	$3.25M	Buy	144,031 +14,581	+11%	+$334K	0.12%	169
2023 Q1	$2.97M	Buy	129,450 +125,866	+3,512%	+$2.94M	0.12%	170
2022 Q4	$80K	Buy	+3,584	New	+$77.9K	﹤0.01%	957
2022 Q3	–	Sell	-121	Closed	-$3K	–	1839
2022 Q2	$3K	Buy	+121	New	+$2.92K	﹤0.01%	1628
2020 Q4	–	Sell	-385	Closed	-$8K	–	1637
2020 Q3	$8K	Hold	385	–	–	﹤0.01%	1323
2020 Q2	$7K	Hold	385	–	–	﹤0.01%	1350
2020 Q1	$6K	Sell	385 -242	-39%	-$4.96K	﹤0.01%	1393
2019 Q4	$14K	Buy	627 +142	+29%	+$3.2K	﹤0.01%	1324
2019 Q3	$11K	Sell	485 -49	-9%	-$1.08K	﹤0.01%	1365
2019 Q2	$12K	Buy	534 +49	+10%	+$1.07K	﹤0.01%	1349
2019 Q1	$10K	Buy	485 +100	+26%	+$2.08K	﹤0.01%	1315
2018 Q4	$7K	Hold	385	–	–	﹤0.01%	1372
2018 Q3	$9K	Hold	385	–	–	﹤0.01%	1293
2018 Q2	$9K	Hold	385	–	–	﹤0.01%	1293
2018 Q1	$8K	Hold	385	–	–	﹤0.01%	1311
2017 Q4	$9K	Hold	385	–	–	﹤0.01%	1227
2017 Q3	$9K	Hold	385	–	–	﹤0.01%	1186
2017 Q2	$8K	Hold	385	–	–	﹤0.01%	1141
2017 Q1	$9K	Hold	385	–	–	﹤0.01%	1039
2016 Q4	$8K	Hold	385	–	–	﹤0.01%	983
2016 Q3	$8K	Sell	385 -100	-21%	-$2.04K	﹤0.01%	881
2016 Q2	$9K	Hold	485	–	–	﹤0.01%	817
2016 Q1	$9K	Buy	485 +100	+26%	+$1.8K	﹤0.01%	822
2015 Q4	$7K	Hold	385	–	–	﹤0.01%	914
2015 Q3	$7K	Hold	385	–	–	﹤0.01%	936
2015 Q2	$8K	Hold	385	–	–	﹤0.01%	966
2015 Q1	$9K	Buy	+385	New	+$8.81K	﹤0.01%	909

Other funds holding EWA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Benjamin F. Edwards & Company's EWA Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its iShares MSCI Australia ETF (EWA) stake by 3.5% in Q2 2024, buying an estimated $1.27K and bringing the position to 1,525 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Benjamin F. Edwards & Company first reported a position in EWA in Q1 2015 and has held it in 31 quarters since. The position peaked at $3.25M in Q2 2023. 162 funds tracked by Wall St. Rank hold EWA as of Q2 2024.

Benjamin F. Edwards & Company held 1,525 shares of iShares MSCI Australia ETF worth $37K as of Q2 2024.
Benjamin F. Edwards & Company bought 52 iShares MSCI Australia ETF shares in Q2 2024, an estimated $1.27K.
iShares MSCI Australia ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1405 holding.
Benjamin F. Edwards & Company first reported a position in iShares MSCI Australia ETF in Q1 2015 and has held it in 31 quarters since.
Benjamin F. Edwards & Company's iShares MSCI Australia ETF position peaked at $3.25M in Q2 2023.
162 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.