Boston Family Office’s iShares MSCI Australia ETF EWA Stock Holding History

Boston Family Office’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
2018 Q4	–	Sell	-10,395	Closed	-$230K	–	253
2018 Q3	$230K	Sell	10,395 -400	-4%	-$9K	0.02%	247
2018 Q2	$244K	Hold	10,795	–	–	0.03%	240
2018 Q1	$238K	Hold	10,795	–	–	0.03%	240
2017 Q4	$250K	Hold	10,795	–	–	0.03%	240
2017 Q3	$242K	Sell	10,795 -6,822	-39%	-$153K	0.03%	241
2017 Q2	$382K	Hold	17,617	–	–	0.05%	211
2017 Q1	$398K	Hold	17,617	–	–	0.05%	200
2016 Q4	$356K	Hold	17,617	–	–	0.05%	204
2016 Q3	$368K	Sell	17,617 -1,488	-8%	-$30.4K	0.05%	203
2016 Q2	$372K	Sell	19,105 -900	-4%	-$17.6K	0.05%	202
2016 Q1	$386K	Hold	20,005	–	–	0.05%	197
2015 Q4	$379K	Sell	20,005 -1,095	-5%	-$20.7K	0.05%	196
2015 Q3	$378K	Sell	21,100 -10,506	-33%	-$206K	0.05%	195
2015 Q2	$665K	Sell	31,606 -7,010	-18%	-$160K	0.08%	173
2015 Q1	$883K	Sell	38,616 -2,500	-6%	-$57.2K	0.11%	159
2014 Q4	$912K	Hold	41,116	–	–	0.11%	155
2014 Q3	$984K	Sell	41,116 -750	-2%	-$19.7K	0.13%	149
2014 Q2	$1.09M	Hold	41,866	–	–	0.14%	141
2014 Q1	$1.08M	Sell	41,866 -4,750	-10%	-$116K	0.14%	140
2013 Q4	$1.14M	Hold	46,616	–	–	0.15%	137
2013 Q3	$1.18M	Sell	46,616 -1,300	-3%	-$31.3K	0.17%	125
2013 Q2	$1.08M	Buy	+47,916	New	+$1.24M	0.16%	132

Other funds holding EWA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return

Boston Family Office's EWA Position: Q4 2018 in Review

Boston Family Office sold out of iShares MSCI Australia ETF (EWA) in Q4 2018, closing a stake of 10,395 shares — an estimated $230K sold.

Boston Family Office first reported a position in EWA in Q2 2013 and held it in 22 quarters. The position peaked at $1.18M in Q3 2013. 170 funds tracked by Wall St. Rank hold EWA as of Q4 2018.

Boston Family Office reported no remaining iShares MSCI Australia ETF position as of Q4 2018 after selling out during the quarter.
Boston Family Office sold 10,395 iShares MSCI Australia ETF shares in Q4 2018, an estimated $230K.
Boston Family Office first reported a position in iShares MSCI Australia ETF in Q2 2013 and held it in 22 quarters.
Boston Family Office's iShares MSCI Australia ETF position peaked at $1.18M in Q3 2013.
170 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q4 2018.

Based on Boston Family Office's 13F filing for Q4 2018, filed 12 Feb 2019.