Cavalier Investments’s iShares MSCI Australia ETF EWA Stock Holding History

Cavalier Investments’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 Q2	–	Sell	-105,174	Closed	-$2.61M	–	99
2021 Q1	$2.61M	Buy	105,174 +7,146	+7%	+$178K	1.13%	32
2020 Q4	$2.35M	Buy	+98,028	New	+$2.17M	1.07%	38

Other funds holding EWA

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

1CP

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

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Cavalier Investments's EWA Position: Q2 2021 in Review

Cavalier Investments sold out of iShares MSCI Australia ETF (EWA) in Q2 2021, closing a stake of 105,174 shares — an estimated $2.61M sold.

Cavalier Investments first reported a position in EWA in Q4 2020 and held it in 2 quarters. The position peaked at $2.61M in Q1 2021. 166 funds tracked by Wall St. Rank hold EWA as of Q2 2021.

Cavalier Investments reported no remaining iShares MSCI Australia ETF position as of Q2 2021 after selling out during the quarter.
Cavalier Investments sold 105,174 iShares MSCI Australia ETF shares in Q2 2021, an estimated $2.61M.
Cavalier Investments first reported a position in iShares MSCI Australia ETF in Q4 2020 and held it in 2 quarters.
Cavalier Investments's iShares MSCI Australia ETF position peaked at $2.61M in Q1 2021.
166 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q2 2021.

Based on Cavalier Investments's 13F filing for Q2 2021, filed 11 Aug 2021.