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

BerganKDV 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
Q2 		– Sell
-301
Closed -$6.91K – 937
2023
Q1 		$6.91K Buy
+301
New +$7.04K ﹤0.01% 651

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BerganKDV Wealth Management's EWA Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of iShares MSCI Australia ETF (EWA) in Q2 2023, closing a stake of 301 shares — an estimated $6.91K sold.

BerganKDV Wealth Management first reported a position in EWA in Q1 2023 and held it in 1 quarter. The position peaked at $6.91K in Q1 2023. 188 funds tracked by Wall St. Rank hold EWA as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining iShares MSCI Australia ETF position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 301 iShares MSCI Australia ETF shares in Q2 2023, an estimated $6.91K.
  • BerganKDV Wealth Management first reported a position in iShares MSCI Australia ETF in Q1 2023 and held it in 1 quarter.
  • BerganKDV Wealth Management's iShares MSCI Australia ETF position peaked at $6.91K in Q1 2023.
  • 188 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.