Carroll Financial Associates’s iShares MSCI Australia ETF EWA Stock Holding History

Carroll Financial Associates’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 Q4	–	Sell	-274	Closed	-$6K	–	1701
2021 Q3	$6K	Buy	+274	New	+$7.08K	﹤0.01%	1339
2017 Q4	–	Sell	-403	Closed	-$8K	–	1246
2017 Q3	$8K	Hold	403	–	–	﹤0.01%	860
2017 Q2	$8K	Hold	403	–	–	﹤0.01%	883
2017 Q1	$9K	Hold	403	–	–	﹤0.01%	858
2016 Q4	$8K	Hold	403	–	–	﹤0.01%	845
2016 Q3	$8K	Hold	403	–	–	﹤0.01%	859
2016 Q2	$7K	Hold	403	–	–	﹤0.01%	859
2016 Q1	$7K	Sell	403 -1,000	-71%	-$18K	﹤0.01%	831
2015 Q4	$26K	Hold	1,403	–	–	0.01%	522
2015 Q3	$26K	Hold	1,403	–	–	0.01%	520
2015 Q2	$30K	Hold	1,403	–	–	0.01%	471
2015 Q1	$32K	Hold	1,403	–	–	0.01%	340
2014 Q4	$32K	Hold	1,403	–	–	0.02%	297
2014 Q3	$35K	Hold	1,403	–	–	0.01%	367
2014 Q2	$37K	Hold	1,403	–	–	0.01%	367
2014 Q1	$36K	Buy	1,403 +1,000	+248%	+$24.4K	0.01%	340
2013 Q4	$9K	Sell	403 -1,000	-71%	-$25.6K	﹤0.01%	523
2013 Q3	$35K	Buy	1,403 +1,000	+248%	+$24K	0.01%	337
2013 Q2	$9K	Buy	+403	New	+$10.4K	﹤0.01%	426

Other funds holding EWA

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

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

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

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

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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Carroll Financial Associates's EWA Position: Q4 2021 in Review

Carroll Financial Associates sold out of iShares MSCI Australia ETF (EWA) in Q4 2021, closing a stake of 274 shares — an estimated $6K sold.

Carroll Financial Associates first reported a position in EWA in Q2 2013 and held it in 19 quarters. The position peaked at $37K in Q2 2014. 151 funds tracked by Wall St. Rank hold EWA as of Q4 2021.

Carroll Financial Associates reported no remaining iShares MSCI Australia ETF position as of Q4 2021 after selling out during the quarter.
Carroll Financial Associates sold 274 iShares MSCI Australia ETF shares in Q4 2021, an estimated $6K.
Carroll Financial Associates first reported a position in iShares MSCI Australia ETF in Q2 2013 and held it in 19 quarters.
Carroll Financial Associates's iShares MSCI Australia ETF position peaked at $37K in Q2 2014.
151 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.