Caldwell Trust’s iShares MSCI Australia ETF EWA Stock Holding History

Caldwell Trust’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 Q3	–	Sell	-213	Closed	-$4.8K	–	722
2023 Q2	$4.8K	Buy	+213	New	+$4.87K	﹤0.01%	670

Other funds holding EWA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

1CP

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

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

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

Caldwell Trust's EWA Position: Q3 2023 in Review

Caldwell Trust sold out of iShares MSCI Australia ETF (EWA) in Q3 2023, closing a stake of 213 shares — an estimated $4.8K sold.

Caldwell Trust first reported a position in EWA in Q2 2023 and held it in 1 quarter. The position peaked at $4.8K in Q2 2023. 174 funds tracked by Wall St. Rank hold EWA as of Q3 2023.

Caldwell Trust reported no remaining iShares MSCI Australia ETF position as of Q3 2023 after selling out during the quarter.
Caldwell Trust sold 213 iShares MSCI Australia ETF shares in Q3 2023, an estimated $4.8K.
Caldwell Trust first reported a position in iShares MSCI Australia ETF in Q2 2023 and held it in 1 quarter.
Caldwell Trust's iShares MSCI Australia ETF position peaked at $4.8K in Q2 2023.
174 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q3 2023.

Based on Caldwell Trust's 13F filing for Q3 2023, filed 1 Oct 2025.